Explore our Services
Tailored Financial Services
for Expats
Our Services for You
We know how it feels to be an Expat and we love to experience different people from diferent cultures.
With our products and services we are there to make your life in Germany easier.
How can we serve you?
01.
Basics everyone should have
We help you understand and set up the “real basics” for living in Germany – including:
✅ Liability Insurance
✅ Household Insurance
✅ Legal Insurance
✅ Free Bank Account
Simple, smart, and essential for every expat.
02.
Protect your Income, Family & Health
We provide personalized guidance to secure what matters most:
✔️ Income Protection
✔️ Term Life Insurance
✔️ Private Health Care & Add-ons
✔️ Kids Saving Plans
All tailored to your individual situation.
03.
Invest Smart & Reduce Taxes
Our financial experts help you build a strategy with:
💡 ETFs, SIP, Funds & Private Equity
🏡 Real Estate Investments
📉 Tax Optimization & Strategic Planning
We adapt everything to your expat status in Germany.
04.
Home & Loan:
Whether you’re looking to buy your own home or rent it out as an investment – we support you with:
🔑 Home Loans & Bausparvertrag
🏠 Property & Landlord Insurance
🧾 Landlord Legal Risk Protection
Everything explained in your language.
05.
Other topics & Good Contacts
Beyond insurance and investment – we connect you with trusted professionals who speak your language.
Whether you’re new in Germany or already settled, we help you with more than just finance:
🔹 B2B Financial Solutions
🔹 Car & Pet Insurance
🔹 Trusted Tax Consultants & Lawyers
🔹 Relocation & Legal Help
🔹 🩺 Expat-friendly Doctors & Dentists
We’re more than financial advisors – we’re your go-to contact network in Germany.
Our services change lives…
Yours and ours.
There are these special moments, when a client family calls me and says “We got our little one today” – and I am the third person they call after they called their parents, because I am there to provide the right health care coverage to protect their baby.
The moment when I am with clients at the notary and I see the glance in their eyes when they made one of the biggest steps in their life – and I know I supported this with our services, like we did the finance for it.
When I am in a 1:1 Meeting with a new client and then realize, that this is the first time, this person ever thought about personal goals in his/her life – and that I will be the the partner to fulfill them.
These are those special moments, why I wake up every morning and why I really love my job and what I do.
You want to become part of the German Sherpa Community – there are many ways to join.
Either you become a client, or we sponsor your cricket team or your cultural community.
Or you become part of our German Sherpa Affiliate Program
Me and the entire German Sherpa Team are really looking forward to meet you, digital or in person and to make your journey in Germany easier.
We are your local guide – We are your German Sherpa – the guy who guides you and your family through the German Investment & Insurance Jungle with all our services and products.
We are there to support you.
Yours
Marcel Plum
Founder of German Sherpa
🎯 Goal Planning – One of Our Most Valuable Services for Expats
At German Sherpa, we believe that financial success begins with clear, achievable goals. That’s why Goal Planning is one of our core services — helping expats in Germany turn their ambitions into a step-by-step financial strategy.
Whether you dream of buying a home, building long-term wealth, funding a world trip, securing your family’s future, or becoming financially independent — our advisors help you get there with structure and confidence.
What our Goal Planning service includes:
✅ A personalized roadmap of your short-, medium-, and long-term financial goals
✅ Strategic planning aligned with your income, career, and visa situation
✅ Visualization tools such as our exclusive Expat Goal Planner
✅ Ongoing support and adjustments as life changes
This service empowers you to move from intention to action — with guidance you can trust.
Take control of your future today. Book your free consultation and explore how our services can help you reach your financial goals in Germany.
Download Section
In a short while we will provide our Booklets of our webinars, goal planning sheet and other useful infos about our services here.
Important Links
Important Tools
In a short while we will provide our Booklets of our webinars, goal planning sheet and other useful infos about our services here.