INSURANCE 💥 You can find out which insurances are necessary to cover existence-threatening risks - e.g. private liability insurance - and which insurances no one needs during my consultation. From A for car... insurance to R for legal protection to Z for supplementary dental insurance. I will find the best tariff for you and also support you with a lot of experience in claims handling.
PROVISION ☔ Old-age provision, occupational disability insurance, provision for surviving dependents, long-term care insurance, ... are important topics, because the state provision is far too low or non-existent to maintain the previous standard of living. You will get an overview of contemporary pension solutions, you will be informed about advantages and disadvantages and you will get a clear recommendation.
ASSETS 💳 Money alone does not make you happy. It also includes funds, investments, ETF's, real estate and smart asset management. It doesn't matter if you are already financially independent with your assets or if you are still at the very beginning of building up your wealth: I advise you independently, individually, comprehensively and above all comprehensibly.
FINANCING 🔑 You are planning to build, buy, modernize or extend the current financing of (your) dream property? Are you looking for a financing advisor who is independent of banks and a "loan facilitator"? No problem! In cooperation with leading construction financing partners, I compare hundreds of software-supported financing offers and find the best financing conditions for your project.
The ProvenExpert Quality Seal is awarded to service providers who have received at least 10 customer reviews with a recommendation rate of 90% or higher.
TOP care for over 15 years! If you want sustainable advice and long-term good care, this is the right address.
Always personally approachable and also likes to go the "extra mile" to meet individual needs and requests.
My personal experience: highly recommended.
David and I have known each other for over 20 years. I have been involved in the development of his brokerage agency from the very beginning and even in the early years it was important to him to put together individual tailor-made products adapted to the person and life circumstances.
His range of products has constantly expanded over the years and includes much more than the standard products you get suggested by your bank advisor. He is well informed about new trends and manages to present complex financial products in an understandable way. For the above reasons, I can recommend working with David without any reservations. Till W.
More than satisfied, because in any case always available and uncomplicated processing in case of accidents, general questions and but also for change and offers.
Super friendly and above all honest and open!
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Profile active since 11/08/2021 | Last update: 03/22/2023
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