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German Sherpa - Financial Consulting
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Provide your valuable feedback

We are improving every day…

Welcome to our feedback page.
Please provide your valuable feedback, so that we can support you and get better every single day.

This page is designed for new clients who have attended our financial seminars and are interested in discussing specific products or solutions with our financial consultants.

By filling out the feedback form, you can apply for a one-on-one meeting with our consultants and provide us with your valuable feedback about the seminars.

We value your opinion and strive to improve every day, as we understand the challenges faced by expats and embrace the opportunity to work with people from diverse cultures.

Thank you for choosing German Sherpa as your local Financial Guides in Germany.

Provide your valuable feedback

What people who have worked with us have to say

We are living in Germany since 5 years and wanted to get an idea about important Expat insurances that are required.
We got in contact with Marcel and his explanation was simple and outstanding. It really helped us a lot in meeting our requirements.
We would certainly recommend Marcel Plum via the Swiss Life Select.

Dinesh PakkiSoftware Integration Engineer
I consider Marcel to be a trusted expert in the areas of insurance and finance. I have repeatedly taken advice from him on multiple topics for over 3 years now and am absolutely satisfied. Marcel is easily approachable, open in communication, and truly interested in understanding the real need of his clients. I enjoy our interactions also on a personal level and feel comfortable recommending his services further.
Ivan PolakProgram Management Lead

He is great. You can easily trust him and go for his advice.

Uday Davuluru & Tejaswi Katam

Very professional and clear about the policies and also very helpful in suggesting what is needed with necessary examples.

Pritha SinhaElektronikingenieurin

He was really patient with us, explained us everything really nicely. I would recommend him to my friends.

Parul BhallaCyber Security Professional

Thanks Marcel.
You have great understanding and advising expats.
Would highly recommend you

Shankar PuttaSenior SAP Security & Authorizations Consultant (Certified)

Marcel has deep knowledge about public and private health insurances. He could clearly articulate the difference between the two and which one would be most economical and beneficial. He also exposed us to various social and tax benefit programs which most expats are unaware off. He also guided us precisely in choosing the right set of insurances which are needed to live stress free in Germany. He speaks fantastic English and works round the clock to support its clients. I would highly recommend him

Sandeep RastogiSoftware Quality Assurance Manager at Varian

Marcel tries to understand your requirements and then come up with a plan to help you to meet your financial goal. It always good to have some broad level ideas on what you really want with your finances basically some broad goals. He is true consultant bridging the needs of Expats with the available financial services here in Germany. I wish both Marcel and the expats a great success together. Win win for everyone involved.

Pradeep BohraDevOps | Cloud | Microservices | BigData | Mobile

Download section

Goal Planning Sheet

Goal Planning for Expats – Unlock Your Financial Potential

At German Sherpa, we understand the importance of setting clear and achievable financial goals, especially for expats navigating the complexities of the German financial landscape. Goal planning is a crucial step in building a solid financial foundation, as it provides direction, motivation, and a clear path towards a secure and prosperous future.

Our goal planning service is designed to help you define and prioritize your financial objectives, ensuring they are SMART (Specific, Measurable, Achievable, Relevant, and Time-bound).

services

Whether you’re aiming for short-term targets or long-term financial security, our expert consultants will guide you through the process and support you every step of the way.

Watch our Goal Planning video to learn more about the importance of setting financial goals and download our easy-to-use Goal Planning Sheet to kick-start your financial journey. Take control of your financial future and unlock your full potential with German Sherpa by your side.

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