GERMAN

SHERPA

Your EXPAT EXPERTS for finance & Insurance

Est. 2014 - based in Aachen

It is a passion

I provide complete Financial Consulting & Financial Coaching for locals and English speaking Expats

You know your Life goals

…if not I support you to define them.

Your goals are the basis to build your personal Strategy how to reach them.

No Rocket Science

Insurance & Finance in Germany is easy for you to understand, once you attended the Financial Consulting for Expats Sessions.

German Sherpa & Marcel Plum Financial Consultant for Swiss Life Select in Düsseldorf and Cologne

First I started as a client with Swiss Life Select – This was in 2014 – Than I was so convinced that I started working with Swiss Life Select, to provide their best Select approach and the best selection from the product portfolio from over 150 Insurance partners and more than 420 banks, to provide the best products for my international and local clients.

When it comes to consultation I trust Swiss Life Select.

Set up an appointment

The Expat Expert since 2014

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1

Get in Contact…

2

Join the free “Financial Consulting Session” for Expats.

3

Go for personal 1:1 Session

we work on your Goals & Wishes

you get the 5 Rules for a better future

We deep dive into your personal financial situation

4

Get Solutions in our Strategy meeting.

This is the point where you decide to become my client.

5

Once you are client

You get my Quality promise:

  • We will meet at least once a year and monitor our strategy.
  • You get access to our myswisslifeselect client portal.

and

  • you are allowed to recommend me to your friends and colleagues for this you can use our Fan App.

Can’t get enough?
Here is our product portfolio!

  • Liability Insurance
  • Household Insurance
  • Legal Protection
  • Income Protection (BU)
  • Term Life Insurance
  • Public Health Care
  • Private Health Care (Full Coverage)
  • Private Health Care add on
  • Longterm Care Insurance
  • Travel Insurance
  • Accident Insurance
  • Private Loan
  • Mortgage / House Loan
  • Building Saving Plan
  • Invest into Real Estate in Germany
  • Retirement Planning
  • Asset Diversification

What our customers say

Marcel supported us really good when we bought our flat – we really trust him.

Uday DavuluruSenior Connectivity Expert

Being new to Düsseldorf, Marcel has helped me and advised me on how I can be best suited for the future and now. Would recommend highly.

Thomas Hosty CundellAndroid Developer

Excellent service. Marcel is a wonderful advisor to expats that do not understand all the insurance issues in Germany. He goes the extra mile for his clients and tailor make a financial package suited to his client’s specific needs. You do not feel oversold or pressured. He patiently guides. Did I mention that he is also a very nice person as well? Thank you for all your help.

Christy MathyRelocation Agent

Marcel has been very supportive in giving the customised financial advise on the basis of our needs. Whether its insurance or buying our flat we always rely on Marcel for financial consulting in Germany.

Highly recommended for all expats in Germany.

Tejaswi KatamInnovation Manager

Marcel has been extremely supportive in selecting the best private insurance for me when I came here. Entire process was very smooth, also its easier to get doctor’s appointment with my insurance.

I believe we were lucky to find Marcel, who gave us advise in English and explained German system in the easiest way possible.

I highly recommend him for his authenticity in financial consulting domain.

Kirti Kumar SaikiaSenior Consultant Cyber Security

It was definitely the best experience with Swiss life Select. As an expat, it was not very easy to understand German insurance system. However, Marcel ( my Swiss-life-select consultant) has been very professional and helpful in all interactions. Since I got job in Düsseldorf, Marcel has taken care of all my personal insurance needs and will continue to do so for many more years to come. Without any hesitation I would recommend such service to all my friends and acquaintances. Beyond exceptional service indeed. Thank you very much Marcel for such a great service.

Swapna DeshmukhInternational Account Manager

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