Plan Today for a Free and Happy Tomorrow
With tailor-made strategies for Your Wealth and Health.
I help You to find and implement individual solutions that optimally support Your professional and personal goals.
At the heart of long-term wealth building is the Prosperity Triangle - my specially developed concept with three key elements.
The Concept of the Prosperity Triangle Encompasses Three Key Elements
Have you experienced this before?
You strive for prosperity, still You are unsure about the necessary strategies for wealth building, health care, and real estate.
You lack the time and detailed knowledge to follow complex financial themes and feel overwhelmed by technical terms and regulations.
You worry about whether Your financial reserves will be sufficient in retirement. You seek transparent solutions for Yourself and Your family, but You doubt that financial advisors will act in Y ich muss dasour best interest.
You consider Yourself a global citizen who can envision living outside of Germany. Therefore, You are unsure which wealth-building and health care strategies are best suited for You.
Discover What My Advice Can Do for You
Digital, Modern & Innovative
Efficient, flexible and 100% digital financial advice via video and phone conferences.
Digital Order & Access from Anywhere
Order and transparency for Your finances with the "My Finances" app.
Support from a Team of Experts
Comprehensive and prompt customer service by a motivated team.
Long-term partnership for a future-proof financial strategy.
Global Financial Strategy
Advice for "Global Citizens" with vision and flexibility.
Freedom of Choice, Best Solutions
Independent advice with a wide range of financial solutions.
Feedback from Our Satisfied Clients
B
Benardine
"Nataliya is not only knowledgeable in what she does but very professional in her approach and explains everything patiently in details to the understanding of her clients. She also helped me avoid making costly mistakes. She's highly recommended."
19.12.2023
A
Anna Z.
"Unsere Familie möchte uns bei Nataliya und ihrer Assistentin Katherina für ihre Unterstützung bei der Baufinanzierung bedanken. Nataliya ist nicht nur hochkompetenz in ihrer Branche sondern auch äußerst hilfsbereit und verantwortungsvoll für ihren Kunden. Sie begleitet uns in den schwierigen Fragen weiterhin..."
17.01.2023
M
Marcelo
"Honest and professional communication. Open to discuss several topics and provides support along the way."
14.12.2023