🧭 A Lifetime Financial Strategy for Expats in Germany:
The German Sherpa Generation Consultation
At German Sherpa, we believe financial planning should be a lifetime journey, not a one-time conversation. That’s why we created the Generation Consultation — a stage-by-stage approach tailored specifically to the unique needs of expats in Germany.
Through our Generation Consultation, we support individuals and families across all life phases — from your first visa to your retirement and beyond. This service has become one of our most trusted offerings, empowering thousands of expats to take control of their financial future in Germany.
What Is the Generation Consultation?
The Generation Consultation is a holistic financial strategy designed to support expats at every major milestone. It’s not just about insurance or investment products — it’s about developing a clear, adaptable roadmap that grows with you over time.
Our multilingual team offers advice in English, German and Spanish, ensuring you’re always understood — both culturally and financially.
🧩 Life Stages Covered in the Generation Consultation
🎓 Students: Building the Right Foundation
As a student in Germany, it’s crucial to make the right financial decisions early. We help you select the appropriate health insurance and basic coverage, especially if you’re working part-time or on mini-jobs.
👩💼 Starters: First Job, First Steps
When you land your first job, our Generation Consultation includes guidance on beginner investment plans such as ETFs and savings strategies. We also focus on protecting your income with disability and accident insurance tailored to young professionals.
💍 Marriage: Planning Together
When you decide to marry, we help you optimize your financial future as a couple. That includes creating joint contracts, assessing your insurance needs as a unit, and building joint saving plans for shared goals like travel, a home, or children.
👶 Newborn: Securing the Next Generation
Having a child brings new financial responsibilities. We ensure your child has the right health insurance, and we support you in setting up kids’ savings plans and term life insurance to secure your growing family.
👨👩👧👦 Family Life: Growing Together
As your family grows, so does your need for structured planning. We help you with family health coverage, long-term children’s investment accounts, and comprehensive family protection.
🏡 Real Estate: Investing in Stability
We guide expats through real estate investment in Germany, including mortgage consulting (even for Blue Card and PR holders), capital investment opportunities, and tax-optimized financing structures.
👴 Retirement: Shifting Focus
When it’s time to retire, we help you with asset preservation, withdrawal strategies, and inheritance planning — including tax-optimized asset transfers to your children.
🧓 Long-Term Care: Planning for Vulnerability
We support you with private long-term care insurance and show you how to secure family support strategies for aging or critical illness scenarios.
⚰️ End of Life: Dignity and Peace of Mind
We prepare you for life’s final chapter with health care proxies, living wills, death benefit insurance, and funeral cost planning, so your loved ones are protected emotionally and financially.
🧠 Why Choose the German Sherpa Generation Consultation?
The Generation Consultation stands out because it’s designed specifically for expats living in Germany. Here’s what makes it unique:
- 📊 Life-stage based planning that evolves with you
- 🌍 Multilingual experts who understand expat needs
- 💬 Workshops, webinars, and personal 1:1 sessions for every phase
- 🤝 Long-term relationship focus – not one-time product sales
- 🔒 Trust-based consulting with transparent, unbiased advice
Unlike traditional financial advisors, we don’t push products. We build lifelong financial strategies — based on your reality, your goals, and your future.
🚀 Start Your Generation Consultation Today
Whether you’re arriving as a student, planning a wedding, buying property, or preparing for retirement — our Generation Consultation provides the clarity, structure, and support you need.
📲 Start Your Generation Consultation via WhatsApp or contact us directly through our booking page.
Let German Sherpa be your trusted financial consultant in Germany — for life.
Let German Sherpa be your financial guide—for life.
