Founded in 2021 by Thomas Spiess, this firm operates as an independent and neutral financial consultancy. Its mission is to provide transparent, understandable, and holistic financial advice tailored to the individual life situations of its clients. The firm is not tied to any banks or insurance companies, ensuring that its recommendations are solely in the best interest of the client. Services cover a wide range of financial topics, including pension planning, mortgages, investments, taxes, insurance, and estate planning.

Founded in

Germany