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For Smart FACTORY | CITY | XR | METAVERSE | AI | DIGITIZATION | SOLAR | Industry Influencers (II) | Startups | Support/Consulting

Business Innovator - Xpert.Digital - Konrad Wolfenstein
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⭐️ Finance / Blog / Topics

Independent financial advice for retirement planning, financial planning, asset management and financing
Independent financial advice for retirement planning, financial planning, asset management and financing – Image: Xpert.Digital

 

🌞🏘️🏠⛱️ We deal with construction projects in the real estate industry and the renewable energy sector on a daily basis.

 

Although we offer a broad range of expertise, we also know our limitations. Particularly in the areas of finance and financing, we have established a dedicated department for independent financial advice. Our services also include comprehensive financial planning, wealth management, and investment strategy consulting.

 

The range of services includes:

✅ Retirement provision

✅ Holistic financial planning

✅ Asset management

✅ Loan brokerage and financing solutions

 

The consulting services cover:

✅ Various financing options (including loans, KfW and L-Bank subsidies, grants and forward loans)

✅ Building society savings contracts

✅ A wide range of insurance products (for retirement planning, property and personal protection)

✅ Investment opportunities (funds, ETFs, equity investments, in sectors such as solar, logistics and real estate)

✅ Investments in overnight and fixed-term deposit accounts

✅ Investments 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 consultation on a fee basis

An all-in fee structure for maximum cost transparency without issuance fees or hidden charges

 

➡️ For personal consultation and tailored solutions, please contact me. After an initial discussion, my team and I will dedicate ourselves intensively to your needs.

 

➡️ The best way to reach me is via: [email protected] or by phone: +49 89 89 674 804

 

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Partner in Germany and Europe - Business Development - Marketing & PR

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