What we do differently

Thu, October 28, 2021 01:44 PM By Logan

There are countless consultants in banks and insurance companies. We are free from these industry boundaries. With Affluende you have a coach for all financial questions at your side. Benefit from finely tuned solutions from banks, building societies, insurance companies and investment companies.

Cross-Industry Consulting

Our consulting concept
Five steps to your financial goals

The consultation always starts with an analysis of your goals and your situation. Based on this, we develop an individual concept that also includes government subsidies and tax advantages. Only then do we look at the right products to help you achieve your goals. The result is an overall concept that fits perfectly, not isolated solutions. In the long term - through a long-term partnership.

Step 1

Your goals and dreams

What are your short-term and long-term goals? Where are you well positioned? Where are there gaps? And where are there unused subsidy programs? We check this within the scope of a financial analysis

Step 2

Evaluation and Wealth Planning

What I learn from our conversation is carefully evaluated. This is how you get recommendations for your retirement planning, wealth accumulation and financial security.

Step 3

Personal Consultation

Based on our conversation and the resulting evaluation, I recommend approaches and strategies that are best suited for you to achieve your wishes and goals.

Step 4

Implementing Your Wealth Planning

With every new step, your wealth planning becomes reality. In the form of a tailor-made concept, adaptable to your personal situation.

Step 5

Lasting Partnership

The only constant in life is change. The world of finance is also in a state of constant flux. As your financial partner, I will take care of your financial concerns on a continuing basis, if you so desire.