Tailored financial services for expats.
From your first insurance setup to long-term investments, real estate and goal planning — German Sherpa helps you understand Germany’s financial system and build a setup that fits your life.
Clear guidance in English, Spanish or German. First consultation free and without obligation.
How we make Germany easier.
We combine financial guidance, product orientation and a trusted expat network — so you don’t have to figure everything out alone.
How can we serve you?
We know how it feels to be an expat. Different cultures, different rules, different financial systems. Our services are designed to make your life in Germany easier, safer and more structured.
Basics everyone should have
We help you understand and set up the real basics for living in Germany.
- Private liability insurance
- Household insurance
- Legal insurance
- Free German bank account
Protect your income, family and health
Personalized guidance to secure what matters most in Germany.
- Income protection
- Term life insurance
- Private health care and add-ons
- Kids saving plans
Invest smart and reduce taxes
Build a long-term investment strategy adapted to your expat status in Germany.
- ETFs, funds, SIP and private equity orientation
- Real estate investments
- Retirement and pension planning
- Tax-sensitive strategic planning
Home and loan
Whether you want to buy your own home or invest in property, we support you with clear guidance.
- Home loans and Bausparvertrag
- Property and landlord insurance
- Landlord legal risk protection
- Everything explained in your language
Other topics and good contacts
Beyond insurance and investments, we connect you with trusted professionals who understand expat life in Germany.
- B2B financial solutions
- Car and pet insurance
- Trusted tax consultants and lawyers
- Relocation and legal help
- Expat-friendly doctors and dentists
Yours and ours.
There are special moments when a client family calls and says: “We got our little one today” — and we are one of the first contacts because the right health care coverage is already in place.
Or the moment at the notary when clients take one of the biggest steps in their life and realize: their home in Germany is becoming real.
These are the moments that make our work meaningful.
Yours,
Marcel Plum
Founder of German Sherpa
One of our most valuable services for expats.
Financial success begins with clear, achievable goals. That is why goal planning is one of our core services — helping expats in Germany turn ambitions into a structured financial strategy.
What goal planning includes
Whether you dream of buying a home, building long-term wealth, funding a world trip, securing your family’s future or becoming financially independent — we help you get there with structure and confidence.
- ✅ Personalized roadmap for short-, medium- and long-term goals
- ✅ Strategic planning aligned with income, career and visa situation
- ✅ Visualization tools such as our Expat Goal Planner
- ✅ Ongoing support and adjustments as life changes
Downloads, forms and useful links.
Helpful tools for expats in Germany — from goal planning to important external forms and resources.
Goal Planning Sheet
Use our German Sherpa Goal Planning Sheet to structure your personal and financial goals.
Booklets
More German Sherpa booklets will be added here soon.
- Investment & Protection: coming soon
- Health Care: coming soon
- Real Estate: coming soon
Important links
Useful resources for expats in Germany.
Important forms
Direct forms for specific topics.
Ready to make your life in Germany easier?
Become part of the German Sherpa community — as a client, community partner, cricket sponsorship partner or affiliate.
Clarity Starts With Structure.
We advise expats who live and work in Germany.
