Everyday life and reserves
Order income, spending and reserves so that the unexpected does not knock you off course.
Private clients
Your life changes. Your plan may grow with it.
Starting a career, a family, property or retirement: we look at your everyday life first – and only then at the options that suit it.
Not every question begins with a product.
Often it begins with a new job, a family, a home or the wish to finally bring things into order. So we sort three things first – and only then talk about specific solutions.
Protection
Review existing policies calmly: what still fits, what is missing and what exists twice?
Provision and wealth
Connect goals, time and possibilities – step by step instead of everything at once.
Online checks that match these questions.
- 01Financial checkPut savings, protection and goals into perspective — without jargon or a product pitch.
- 02Insurance checkFind overlaps, gaps and policies that no longer match your situation.
- 03Retirement checkGet a clear first view of how well today’s course supports the life you want later.
- 04ETF calculatorModel your ETF plan live and see how contributions, time and compound growth interact.
- 05Mortgage checkPut budget, equity and timing into perspective before viewings and bank appointments begin.
- 06Family checkReview the essential financial protection around family, housing and the future.
- 07Income protectionSee in a few steps how long everyday life could continue without ongoing income.
- 08Private health checkPut your starting point, eligibility, desired benefits and long-term affordability into perspective — without sharing health data online.
- 09Energy checkPut electricity, gas, consumption, term and price components into perspective — without a blanket savings promise.
- 10First conversationTell us what matters in 90 seconds. Larissa responds personally for a free introduction.
Before the viewing, not after.
With a property, much is decided before you arrange the first viewing: how high the monthly instalment may be, how much equity is available, which additional costs come on top. The financing check puts these figures into perspective – without obligation and without a loan commitment.
Let’s talk.
A first conversation is free and without obligation. Tell me briefly what it is about and how best to reach you – we then arrange the appointment personally.
- Phone
- 0170 78 22293
- Address
- Zur Kehr 6
54611 HallschlagAppointments by arrangement