Financial Consulting for Expats in Germany
we truly think of everything
is how we can support you
We can choose out of the selection of the best products from more than 150 Product Partners and over 400 Banks.
We follow a personal & holistic consultation process.
… 1.000 Euro per year…
Our Clients average benefit
What would you like to spend that on?
the cool stuff we can do for you
the people behind the events
Banker,
Real Estate Broker &
Certified Financial Consultant
as per German Law §34c,d,f,i GewO.
Certified Insurance
& Investment Expert
(IHK) §34 d,f
Financial Consultant
Certified Insurance
& Investment Expert
(IHK) §34 c,d,f
Diplom Kauffrau
Certified Insurance
& Investment Expert
(IHK) §34 c,d,f
Home Loan Expert | Financial Consultant
Certified Insurance & Investment Expert
(IHK) §34 c,d,f,i
We know how it feels to be an Expat and we love to experience different people from diferent cultures.
How can we serve you?
I worked some time in Singapore. Me beeing an Expat in a different country and culture made the overwhelming experience how good it feels, when locals support you, and take care about the things you don’t know how to solve them properly.
When I came back, I wanted to give something back.
Here we are.
our dedicated partners
Some examples of our work
yours and ours.
There are these special moments, when a family calls you and says “We got our little one today” – and you are the third person they call after they called their parents, because you have to provide the right health care coverage to protect their baby.
The moment when you are with clients at the notary and you see the glance in their eyes when they made one of the biggest steps in their life – and you did the finance for it.
When you are in a 1:1 Meeting with a new client and you realize, that is the first time, this person ever thought about personal goals in his/her life – and you are the partner to fulfill them.
These are the special moments, why I wake up every morning and why I really love what I do.
we would love to hear from you
Financial firm for Swiss Life Select | Marcel Plum
Sales representative (§84 HGB) for Swiss Life Select
Financial Coach & Senior Expat Expert
+49 (0) 151 277 277 22
marcel.plum@swisslife-select.de
OFFICE LOCATION:
Oppenhoffallee 97
52066 Aachen