Financial consulting for expats in Munich
Clear advice for international professionals and families. German Sherpa helps expats understand insurance, investments, taxes, real estate and long-term financial planning.
Online across Germany or by arrangement in Munich — consultations available in English and German.
Clear advice for international professionals and families.
Munich is one of Germany’s strongest economic regions and home to many international companies. German Sherpa helps English-speaking expats make sense of finance, insurance, tax and investment in Germany.
Personal guidance for your life in Munich.
Whether you are a new arrival, a seasoned professional or relocating your family, Marcel Plum offers personalized financial consulting for international professionals and families in Munich and across Germany.
Career opportunities meet quality of life.
Munich is the capital of Bavaria and one of Germany’s most attractive cities for international professionals, with a strong economy and a high quality of life.
Global companies
Major industrial, technology, insurance and finance companies bring international professionals, often with questions about insurance, taxes and long-term planning.
Universities & research
Leading universities and research institutions attract students, researchers and academics from all over the world.
Startups & innovation
A growing startup and tech scene creates opportunities and new financial questions for founders and employees.
A new country needs a clear financial setup.
Living costs in Munich are high, so a clear plan for insurance, savings and housing matters. We help you understand what is mandatory, what is useful and what can wait.
Why expats choose Munich
- Large international and English-speaking community
- Strong job market in industry, technology and finance
- Excellent lifestyle with lakes, parks and the Alps close by
- International schools, healthcare and professional services
- Consultations available online, in Munich by arrangement, and across Germany.
Financial services for expats in Munich and Germany.
Whether you are here for a few years or planning to stay long-term, we help you make confident financial decisions.
Investment Planning
Long-term investment strategies tailored to your career, salary, risk profile and goals.
Tax Orientation
Salary, benefits and tax optimization orientation within the allowed advisory framework.
Health Insurance
Public and private health insurance options explained clearly in English.
Real Estate
Property financing, mortgage guidance and investment property orientation.
Family Protection
Income protection, legal coverage, children’s savings and long-term family planning.
Multilingual support
Consultation available in English and German.
We explain the German system without jargon.
No one-size-fits-all packages and no confusing sales talk. We start with your goals, your current setup and your questions. Then we build a clear financial concept around your life in Germany.
- Financial health check for your current situation
- Transparent explanation of German financial systems
- Individual product and provider orientation
- Ongoing support as your life changes
City life with the Alps on your doorstep.
Munich offers expats a strong mix of career opportunities, culture and outdoor lifestyle.
- Walks and cycling along the Isar River and in the English Garden
- Beer gardens, museums and Bavarian traditions
- Strong expat networks, clubs and events
- Lakes, mountains and skiing within easy reach for families
Your German Sherpa contact for Munich
Meet Marcel Plum, founder of German Sherpa. Get personal guidance on financial planning in Germany, in English or German.
Marcel Plum
Expat financial consulting, strategic projects, partnerships and real estate guidance.
DE | ENStart your journey with German Sherpa Munich.
If you are living in Munich or planning to move here, book a free financial consultation. No obligation — just real answers in a language you understand.
