My clients often express the following concerns when it comes to their financial planning:
Will I be able to maintain my standard of living in retirement since my state pension will likely be insufficient?
I am worried that I might be financially dependent on others in old age and thus reliant on their help.
I feel overwhelmed by the numerous options and the complexity of the German tax system, which makes it difficult for me to make clear decisions.
I lack the courage, time, or consistency to deal with themes related to my private retirement planning, wealth accumulation and income protection.
I receive conflicting advice and often feel lost when it comes to understanding and implementing measures for my financial future.
I hesitate to commit to long-term financial obligations because I don't know how my personal circumstances will change.
I know it’s possible to save on taxes with the right retirement plan, but I find the whole topic too complex and inflexible.
"A journey of a thousand miles begins with a single step" (Confucius)
Take Your first step - and then the next.
I will support You with all my expertise and experience to make this exciting journey as pleasant and safe for You as possible.
In Our Collaboration
I will help You fulfill Your dreams of a prosperous life free from financial or health worries. I guide and support You in facing any future challenges with confidence.
Together we will develop individual solutions that optimally support Your professional and personal goals. We will create a sustainable plan for Your wealth accumulation and an attractive retirement provision.
This is how You benefit from our Collaboration:
Clarity and Confidence
You will receive 100% independent advice, with tailored solutions to meet Your your needs and requirements.
Understanding of All Options
You receive well-informed advice on private retirement options and debunking common myths.
Holistic Advice
You create a harmonious synergy between finances, homeownership, and health through our integrated strategy.
Tailored Financial Plan
You obtain a personalized financial plan that perfectly suits Your life circumstances and risk tolerance.
What are the Components of Effective Wealth Accumulation and Efficient Retirement Planning?
Build Wealth
Sustainably grow Your wealth through retirement planning and investments.
We define Your goals and develop a strategy for long-term financial success.
Optimize Retirement Planning
Enjoy a worry-free retirement with optimal pension solutions. Together, we find the best options to secure Your future standard of living.
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Income Protection
Protect Your income against accidents or illness.
I help You to remain financially independent even in challenging times.
Asset Protection
We develop suitable concepts and select the right insurance policies to always protect Your assets against unforeseeable events.
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Real Estate Financing
Receive comprehensive support for all questions related to financing Your home or investment property.
Financial Planning and Regular Check-ups
We regularly review and adjust Your financial plan to help You achieve Your goals. That way, You always stay on the best course in Your financial matters.
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Using a Multi-Step Consultation Process for a
Well-Informed Long-Term Decision
1
Initial Consultation
We clarify Your goals, wishes and expectations.
2
Collection of Relevant Data
We collect information about Your current financial situation.
3
Analysis of the Current Situation
We evaluate how well Your existing financial solutions support Your goals and identify areas for optimization.
4
Planning and Solution Selection
We develop a plan and choose the best financial solutions for You.
5
Practical Implementation
We implement the chosen solutions and ensure that everything runs smoothly.
6
Regular Review of Financial Planning
We regularly review Your financial strategy and adjust it where necessary.
Feedback from Our Satisfied Clients
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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
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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
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Marcelo
"Honest and professional communication. Open to discuss several topics and provides support along the way."
14.12.2023