Our Services

Finance is a journey of decisions

We make sure yours are the right ones

Client-first

We take the time to understand your situation as an expat — your income, your goals, your plans for the future. No standard packages, no pressure.

Needs-oriented

Every financial decision is personal. We develop individual strategies that fit exactly where you are and where you want to go.

Always by your side

Our relationship doesn’t end after the first consultation. We stay with you as a long-term partner — adjusting, optimizing, supporting.

HOW WE CAN HELP YOU

Insurance

The right protection starts with an honest analysis. We compare leading providers, identify what you actually need as an expat, and cut what you don’t — GKV vs. PKV, liability, disability and more.

  • Individual needs analysis
  • Comparison across leading providers
  • Advice on private & employer insurance
  • Ongoing support & contract optimization

HOW WE CAN HELP YOU

Pension planning & wealth accumulation

Building wealth across two countries requires a plan that works on both sides. We help you choose the right products — Riester, Rürup, ETF savings plans — including all available tax advantages built into these products.

  • Retirement planning tailored to expat life
  • Product selection with integrated tax benefits
  • Strategy for staying or returning to India
  • Long-term wealth building across borders

HOW WE CAN HELP YOU

Property as an investment

Whether your first apartment in Berlin or a rental property as investment — we guide you through the options, the numbers and the right timing. Real estate financing and advisory in close cooperation with NewAgeProtect.

  • Buy vs. rent analysis
  • Capital investment consulting
  • Market & location assessment
  • Full financing support via NewAgeProtect

HOW WE CAN HELP YOU

Financing

Independent of banks and providers, we compare all options and accompany you from the first conversation to final approval.

  • Personal financing analysis
  • Comparison across multiple lenders
  • Application support
  • Long-term rate optimization

25 YEARS OF EXPERIENCE

Your situation doesn’t fit the standard?

That’s exactly what we’re here for. Reach out — we’ll find the right solution together.