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?
Our Events 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.
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Goal Planning for Expats – Unlock Your Financial Potential
At German Sherpa, we understand the importance of setting clear and achievable financial goals, especially for expats navigating the complexities of the German financial landscape. Goal planning is a crucial step in building a solid financial foundation, as it provides direction, motivation, and a clear path towards a secure and prosperous future.
Our goal planning service is designed to help you define and prioritize your financial objectives, ensuring they are SMART (Specific, Measurable, Achievable, Relevant, and Time-bound).
Whether you’re aiming for short-term targets or long-term financial security, our expert consultants will guide you through the process and support you every step of the way.
Watch our Goal Planning video to learn more about the importance of setting financial goals.
As additional service you can download our easy-to-use Goal Planning Sheet to kick-start your financial journey.
Take control of your financial future and unlock your full potential with your German Sherpa by your side.
We will soon update the booklets because of new content and design.
Version Date: 05.05.2023
Version Date: 05.05.2023
Version Date: 05.05.2023
Important Forms
- Registration Form for the preferred list for Capital investment in real Estate
- Consultation Notes (During our 1:1)
You are an existing client and want to
- change your address
- recommend us to your friends/colleagues
- raise an insurance claim
Feel free to send these service requests to us. We will get back to you asap.
Important Links
- Start digital homeloan process in English with German Sherpa
- The Swiss Life Select Client Portal Log in
German Sherpa Services for Companies
We also provide our services for companies and business owners.
We do support the company insurance as well as the protection of the owner and the employees.
For more details on company and business insurance feel free to get in contact with us now.
Version Date: 06.05.2023
Anything you need?
Contact us!
Feel free to reach out to us by filling out the form below.
We look forward to connect with you during a free 1:1 online consultation.
