What we’re about
### Investment & Retirement Optimization in Germany
WHO IS THIS GROUP FOR?
This is the essential forum for successful professionals, executives, and high earners across Germany who are focused on taking their financial planning to the next level. If you are earning well, want to ensure your money is working as hard as possible, and planning a robust, tax-efficient retirement in Germany: this is your community.
WHAT WE DO:
We move beyond basic financial advice to discuss advanced strategies for wealth optimization. Our sessions are designed to deliver actionable insights on:
- Investment Strategy: Tax-efficient portfolio construction, using German and international investment vehicles, and diversifying into global and alternative assets.
- Retirement Planning: Maximizing private and occupational pension schemes (bAV and Rürup), calculating income needs, and designing a clear distribution strategy for financial freedom.
- Insurance as Strategy: Utilizing insurance tools for liability protection and sophisticated wealth accumulation.
YOUR TAKEAWAY:
Join our workshops to gain a clear, optimized strategy that helps you minimize tax friction, secure your long-term wealth, and achieve true financial independence in Germany.
Upcoming events
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