Contact Us

We specialise in age-specific financial planning, recognising that financial strategies should evolve with your life stages. Our approach considers factors unique to each age group, including risk tolerance, time horizons, and typical life events.

We offer transparent pricing with no hidden fees. Our initial consultation is completely free. Comprehensive financial planning starts at €2,500, and ongoing wealth management services are charged at 1.2% annually on assets under management. Custom packages are available for complex situations.

Yes, we serve clients throughout Germany. While our office is based in Berlin, we offer virtual consultations and can meet clients across the country. Our expertise in German financial regulations and tax laws applies nationwide.

Bring recent bank statements, investment account statements, insurance policies, tax returns, and any existing financial plans. Don't worry if you don't have everything - we can work with whatever information you have available and help you gather the rest.

We typically conduct quarterly progress reviews for comprehensive planning clients and annual strategy reviews for all clients. However, we're always available for ad-hoc consultations when major life events occur or market conditions change significantly.