Est. 2014 - based in Aachen


For love of detail

Our consulting is determined by numbers.
But made by people.

You will soon find out that you are not dealing with an ordinary finance firm. That’s a promise! Because our formulas for success have been our values and a special attention to detail for over 20 years.

And even more: passion – especially for people and different cultures.

All of this together is our driver to achieve the extraordinary again and again for the benefit of our demanding clients.

Because in the long run, and especially in difficult market phases, only those who have the ability to develop exactly the right concepts, to pursue them with discipline and to react flexibly at all times, are ultimately successful.

As a small, fine  finance firm of experienced specialists for expats consultation, we pursue our values with absolute consistency – integrated into the structure of the financially strongest European financial and pension service provider.

Thus, freedom, independence and entrepreneurial action are essential basic principles of our daily work.
This is the only way we can guarantee the high quality standards that our clients, but above all we ourselves, set for ourselves.

The satisfaction of our clients is reflected in numerous awards for the quality of our consulting, service and processes.
We stand for lasting outstanding performance in the interest of our clients. A philosophy that we live by every day.

It is the elementary basis of our work.

How can we inspire you?

Financial firm for Swiss Life Select

Financial Advisor
Senior Expat Consultant

Marcel Plum

independent sales representative
for Swiss Life Select

Oppenhoffallee 131
52066 Aachen

+49 151 277 277 22

Our Passion

We build solutions.
We do not accept a „not possible“ – So let´s find a way to make it possible.

Your Goals

You know your goals and what you want to achieve in your life.
If not yet, we support you to define your goals – „the smart way“

No Rocket Science

We guide you.
We find the right strategy for you and have the right partners to covert it into your reality.