At Financial Advisor Berlin, we provide independent advice on investments, private pensions, and insurance solutions, helping both locals and expats make confident financial decisions within the German system.
We help design long-term, diversified investment strategies — including ETFs, sustainable portfolios, and tailored asset allocation aligned with your risk profile.
We analyze your current pension situation in Germany and design retirement strategies (private pensions, savings plans) that fit your lifestyle and long-term goals.
We offer independent advice on essential insurance coverage (health, liability, life, disability) — ensuring you have adequate coverage without overpaying.
Our support doesn’t end after initial advice. We provide periodic reviews, updated analyses, and adjusted financial plans as your life circumstances evolve.
All steps are handled securely online, with full transparency and accountability.
Our services are designed for:
No matter where you are based — in Berlin, elsewhere in Germany, or abroad — you can access our services fully remotely and securely.
At Financial Advisor Berlin, we provide independent advice on investments, private pensions, and insurance solutions, helping both locals and expats make confident financial decisions within the German system.
Yes — Germany’s financial system is complex, and many expats struggle with unfamiliar pension rules, taxes, and insurance options.
An independent financial advisor in Berlin can guide you through these topics in English, ensuring your finances are optimized for your life in Germany.
All cost of the provider, the funds as well as for the advisor are already included in the pension plan. We get paid in government regulated commissions by the insurance when you decide to do the plan. The conditions you get with us are exactly the same you get with the insurance directly, so you have no financial disadvantage by doing the plan with us, but of course the huge advantage is that we as independent brokers can scan the whole market, so you get the best available option.
We are independent consultants, as we do not work for any product provider like an insurance or a bank, so we do not have to sell any products. We are registered with the Chamber of Commerce and Industry as an independent financial broker. This means that we are “fiduciary trustees” of our clients. We are therefore legally obligated to find suitable solutions for your situation and your needs. In doing so, we draw on virtually the entire investment, finance and insurance market. For us, this means true independence.
The solutions in our consulting are structured in a way that you are flexible should you choose to leave Germany during your working life, and you can get your pension anywhere in the world.