Financemate
Financial advisorsFinancial Planning for English-Speaking °µÍø½ûÇøs in Germany – Expert Advice You Can Trust At Financemate, we specialize in helping English-speaking °µÍø½ûÇøs navigate Germany’s financial system with confidence. Whether you’re new to Germany or have lived here for years, we offer clear, practical, and tailored financial solutions to meet your unique needs.
Our Services
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1. Insurance Advice
• Protect your income, health, and property with tailored plans.
• Guidance on occupational disability, health, and liability insurance.
• Clear explanations to ensure full coverage without overpaying.
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2. Pension Planning
• Secure your retirement with customized strategies.
• Identify gaps in pension contributions and optimize tax savings.
• Flexible solutions for °µÍø½ûÇøs who may relocate in the future.
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3. Real Estate & Wealth Building
• Support for property purchases as an investment or residence.
• Advice on mortgages and financing options.
• Strategies to grow wealth through real estate and investments.
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4. Investment Strategies
• Build low-cost ETF portfolios for long-term growth.
• Simplify investing based on your risk tolerance and goals.
• Help with transferring or consolidating existing investments into Germany-friendly accounts.
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5. Financial Clarity & Organization
• Review income, expenses, assets, and liabilities step-by-step.
• Create budgets, track savings goals, and plan long-term finances.
• Gain insight and confidence to make informed decisions.
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