How we work
Free advice. Clear process. No hidden costs.
You pay nothing for the consultation. Here is exactly what happens when you work with German Sherpa and how we earn our money.
Book your free Financial Clarity CallThe process
From first call to your decision in 4 steps
1. Financial Clarity Call
Free, 30 minutes. We listen, you ask questions. Usually we start with two questions: What are your expectations for today? What do I have to do to make it a good meeting for you?
2. Data collection
You share your situation through our secure form.
3. Analysis and recommendation
We review insurance, taxes, pension, investments and real estate and show you your options.
4. Your decision
You decide what to do. No pressure, no obligation.
What it costs you
No separate fee. No invoice from us.
€0
for the call, the analysis and the recommendation.
Paid by the provider
We are paid only if you sign a product, and the payment comes from the provider (insurance company, bank, investment company or real estate company), not from you.
Normal price
Usually we can offer the same price as the well-known comparison portals, with one difference: personal advice and consultation.
How we advise
By fit, not by commission
We do not recommend a provider because it pays more. We recommend what makes sense for your situation. If you do not need a new product, we tell you.
What fits you
Your income, family, plans and how long you will stay in Germany.
Our Best Select approach
Through Best Select we work with more than 250 partners and more than 600 banks for mortgages. From this choice we only consider companies that meet minimum criteria for financial strength, service and claims handling.
What expats need
We know the special points for people from abroad: residence status, leaving Germany again, cover abroad and language of service.
German Sherpa is operated by Marcel Plum, independent sales partner (selbstständiger Vertriebspartner) of Swiss Life Select Deutschland GmbH. Registered as insurance intermediary (§ 34d GewO), financial investment intermediary (§ 34f GewO), residential property loan intermediary (§ 34i GewO) and authorized for real estate brokerage (§ 34c GewO). Registration details are in our imprint.
Next step
Book your free Financial Clarity Call
30 minutes, free, no obligation. We tell you honestly what matters first.
Book a call