About Me
What do I see as the purpose of my work? Quite simply: helping my clients to lead a fulfilled, healthy and financially secure life.
That's what I stand for and I constantly work on improving my skills to become even better.
Life Vision in Action
„There is only one success - to be able to spend your life in your own way."
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This quote by Christopher Morley reflects the core of my services. I want to help you shape your life autonomously – with solid financial means and excellent health care.
International Background meets Financial Expertise
My path led me from Ukraine to Germany in 1999. After successfully completing my business studies with a major in finance at Goethe University in Frankfurt, I entered the financial industry. I have been working in this sector since 2004 and have been running my own company since 2013.
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My personal experience as an immigrant shapes my work: I understand the challenges that professionals and executives from abroad face in Germany, and I share my knowledge and expertise to make the path of my international clients easier.
Practiced Autonomy
I walk the talk: I made my own decision to have private health insurance and would make the same decision again. I view real estate as a sustainable (but by no means passive) capital investment and use this consistently in my own financial planning. I build up my passive income in retirement through traditional pension models and invest directly in shares, bonds, funds and ETFs.
Money is not everything?
Maybe not everything. For me, it is a necessary condition for a free, independent, and happy life. As a child and teenager, I experienced what it means to have no money at all. Having to limit oneself on many necessities – let alone on leisure or travel expenses. Or being left alone when facing health challenges. Not having one's own apartment or house and being completely dependent on others.
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I am very thankful and happy that I was able to help myself and my family out of that situation. And that I can support many people daily in making the right, informed decisions regarding their finances and health care.
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This means helping my clients to:
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Build a financially secure future
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Gain access to the best possible health care
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Realize the dream of owning their own home
Long-Term Values and Vision - Better Health and Wealth
You might be wondering why I prioritize finances and health equally. It's simple. What is the value of a long life without good health? Or can we fully enjoy the benefits of our good health if we have no money? No, for me, these two aspects form an inseparable unit. And this is the reason behind my motto, "For Your Better Health and Wealth."
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I see my mission in helping my clients develop long-term strategies that encompass both their financial security in retirement and their health care. This way, my clients can rely on getting back on their feet quickly in the event of illness. They get prompt medical appointments and have access to the best treatments. And when it comes to retirement – and believe me, it will come for you too – my clients have sufficient income to enjoy all freedoms, whether it’s engaging in sports, pursuing their favourite hobbies, or traveling the world. Also
You Are at the Center
Your needs are the focus of my work, and this is reflected in my service-oriented approach. I accompany You through every phase of Your life and support You with tailor-made solutions. A strong and motivated team is at my side to offer You the best possible customer service.
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
M
Marcelo
"Honest and professional communication. Open to discuss several topics and provides support along the way."
14.12.2023