Financial Consultation
With an individual financial analysis and tailor-made advice, I will help you to understand your financial situation precisely and develop optimal strategies to achieve your goals effectively. Whether it's asset accumulation, retirement provision or protection - together we will find the best solutions for your needs. As an independent advisor, I will analyze all your options and ensure that you use the right products and concepts to grow your money sustainably and secure your future financially. Put your trust in my expertise and get started on a secure financial future today!
“Advise clients the way you would like to be advised yourself - honest, opportunity-oriented, passionate and competent”, that is our consulting philosophy. This means that we offer you solutions that we believe in and that we also use for ourselves. Based on your personal and financial situation, we use award-winning financial planning software to create your holistic, individual financial concept.
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We use our product selection process to determine which products are suitable for your financial plan. This ensures that all products have been checked for performance and quality by our internal product specialists and that we only offer you high-quality, continuously tested solutions.
To achieve this goal, you will receive holistic concept advice from us. Our advice should be fun, simple and, above all, easy to understand. And this is how it works:
We analyze your finances together, look at existing contracts and create an income and expenditure check. We examine various options for financial security and check the current status of your pension provision. As part of this process, we first create an overview of your current financial situation.
We then look at your individual needs and explore your wishes for a financially self-determined future. We use our product selection process to help you achieve your goals in the long term. In order to design your financial plan as individually as possible and tailored to your life situation, we cooperate with a large number of renowned partners. We can guarantee the high quality of our partner companies' products by subjecting our entire product portfolio to a continuous review process. A large number of specialists in the product area stand for the strong performance of our solutions.
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​The focus of our advice for years has been on investment-based product solutions. Through this approach, we develop you from a saver to an investor and - despite the risks that naturally exist - take advantage of the good return opportunities offered by investment funds. The aim of our advice is to build up and sustainably secure your financial future.
Product selection process
The market for financial products has grown considerably in recent years and the variety of products on offer is almost impossible to keep track of. For this reason, we at tecis began at an early stage to systematically filter out the best products and providers by our standards from the offers on the market using a qualitative product selection process.
Our product portfolio includes renowned investment companies, banks, insurance and real estate companies as well as private and statutory health insurance companies. We subject this selection to a proven review process based on an extensive catalog of criteria. In the end, we have identified the products that we would also buy ourselves - in line with our motto: “Advice as if for ourselves.”
In the first step, we carry out an analysis of the offering company, subject it to a critical review and ensure compatibility with the tecis product philosophy. In addition, we draw on the assessments of external rating agencies in order to achieve an even more accurate result quality.
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We then prepare a comprehensive product analysis. Each product must meet clearly defined quality standards. For example, in the area of old-age provision, we look at existing guarantee models, check them and also examine existing costs with a focus on special tariff features, options and highlights.
Only products that pass this multi-stage process are included in our portfolio.
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In the second step, a tailored recommendation is drawn up in a personal consultation based on our customers' individual situation. In this way, we achieve a product selection that has been checked for the highest quality standards and tailored to individual customer needs before being transferred to the financial plan.