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- Independent financial advice for retirement provision, financial planning, asset management and financing - Image: Xpert.Digital
🌞🏘️🏠⛱️ We deal with construction projects in the real estate and renewable energy sectors every day.
Although we offer a wide range of skills, we also know our limitations. We have set up a dedicated area for independent financial advice, particularly when it comes to finance and financing. The offering also includes comprehensive financial planning, investment advice and investment strategy advice.
The range of offers includes:
✅ Retirement provision
✅ Holistic financial planning
✅ Asset management
✅ Loan brokerage and financing solutions
The advisory service extends to:
✅ Various financing options (including loans, KfW and L-Bank funding, grants and forward loans)
✅ Building savings contracts
✅ A wide range of insurance policies (for precautionary purposes, for property and people)
✅ Investment opportunities (funds, ETFs, investments, in areas such as solar, logistics and real estate)
✅ Investments in daily and fixed-term deposits
✅ Investing in currencies, via currency accounts or ETFs
✅ Investments in gold, other precious metals and raw materials
✅ Solutions for company pension schemes, Riester and Rürup pensions, as well as unit-linked and classic insurance products
✅ Real estate investments
✅ Optional individual advice on a fee basis
An all-in fee structure for maximum cost transparency with no sales charges or hidden fees
➡️ For personal advice and tailor-made solutions, please contact me. After an introductory conversation, my team and I will devote ourselves intensively to your concerns.
➡️ The best way to reach me is at: wolfenstein@xpert.digital or by phone: 089 / 89 674 804
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