Which financial steps should you prioritise?
Answer a few questions and get a first indication which topics matter most for your life in Germany: health insurance, income protection, pension, investments, real estate financing and family planning.
✓ Investments
✓ Pension & Real Estate
What should come first?
Health
Insurance clarity
Public, private, family and add-ons.
Income
Protection & security
Protect your earning power and family.
Wealth
Investments & pension
ETF savings, retirement and long-term strategy.
Score
First indication
Your answers prepare a qualified request.
Not every topic is urgent. But some are.
The check helps separate “nice to know” from “you should clarify this now”.
Health Insurance
Public vs private, family, income threshold and add-ons.
Income Protection
What happens if your income stops because of illness?
Investments
ETF savings, funds, kids saving plans and wealth strategy.
Real Estate
Home loan preparation and investment property potential.
Prepare your first conversation.
Your answers help us understand your situation and recommend the right next step: 1:1 consultation, webinar, guide or a focused follow-up.
Your personalised indication
Complete the check and click “Show my score” to see your score, key priorities and the most useful next step.
- Once calculated, your main reasons will appear here.
Show your score first
After that, you can decide whether you want to send a qualified request to German Sherpa.
Show request preview
Good to know.
Does this check replace financial advice?
No. It is a first orientation and helps prepare the consultation. Concrete recommendations require a personal analysis.
Is German Sherpa a tax advisor or lawyer?
No. German Sherpa provides financial consulting. For tax or legal questions, we can coordinate with suitable specialists where needed.
What happens with my data?
Your information is used to process your request. When submitting, an e-mail is prepared that you can review before sending.
