100% independent advice on

Tax savings Incapacity of will Business transfer Invest or save Wills

We help entrepreneurs, employees and seniors make important private money choices in life. 

After clicking you will see a simple selection menu. We ask you to click twice. We will then send you videos that have been specially made for your situation.


Sober in approach, modern in service

We are wealth planners for people who feel responsible for their future and want certainty about later. We make your future visible and advise from A to Z about your total, personal, financial situation. We do this in a modern, visual way so that you know exactly where you stand.

1, 2 or 3: what’s your choice?

Wealth Planning SMART

Smart advice processes on common asset questions

Wealth Planning SAFE

To make difficult choices about later easy


Wealth Planning TOGETHER

Continuous guidance from your wealth planner


Satisfaction guaranteed

In almost all cases, our customers are grateful and very satisfied with our services. That’s why we promise: not good, money back.

100% independent

We are completely independent and do not sell any financial products. We are 100% transparent and averse to vague fees, commissions or hourly rates.

Diplomas / Licenses


Drs. / MSc Insurance


Drs. / MSc
Fiscal Economics


Registered Tax Adviser


Federation of Financial Planners


Estate Planning Specialist


Certified Financial Planner®


Bachelor of Pensions Life Assurance

Financial Supervision Act

What suits you best?


Accessible advice on important asset matters.


No more uncertainty about your financial future.


Always a fixed asset planner at your disposal.