Enough with standard.
Your strategy. Your success.
Together we develop your personal investment strategy, perfectly tailored to your goals, your experience and your risk tolerance. Only what feels right for you and moves you forward with confidence and clarity will be implemented.
What is independent financial consulting?
My independent financial consulting goes far beyond merely "mediating" and "selling" financial products.
Based on your goals and wishes, your experiences and your investment preferences (timeframe & risk), I create a personal investment proposal for you. We discuss this together and only implement it if you have a good feeling about it and have understood all important factors.
As a rule, I diversify your investments across various asset classes and investment forms to additionally reduce risk, according to the "Don't put all eggs in one basket" principle.
Analysis & goals
I capture your situation, wishes and risk tolerance.
Personal proposal
I create a tailored investment strategy for you.
Joint implementation
Only if you are convinced, we implement the strategy.
Ongoing support
I monitor your portfolio and adjust it if necessary.
Why you benefit from my consulting
First-class expertise
Comprehensive expertise and many years of experience in the financial markets with state-of-the-art analysis tools.
Individual proposals
Tailored investment recommendations, exactly tailored to your needs and goals.
Risk management
Thorough diversification strategies minimize losses and secure stable returns.
More freedom
Save valuable time and focus on the essentials while I take care of your finances.
Continuous support
Constant monitoring and regular adjustments for market developments or changed goals.
Transparent reports
Clear, understandable performance reports and anytime accessibility for your questions.
Your financial partner, always by your side
As your independent financial consultant, I am a reliable partner by your side. I invest myself in the same investment forms that I recommend to you, because I believe in what I advise.
No product specifications from companies
Honest consulting even for existing contracts
Personal accessibility without waiting loops
Long-term support instead of one-time sale
100%
Independent
1:1
Personal
0€
Initial conversation
11+
Years of experience
Let's talk about your finances
In a free, non-binding initial conversation, we get to know each other, discuss your goals and I show you how I can help you.
Schedule consulting appointment nowFree • Non-binding • approx. 45 minutes
The feeling of being truly understood
Angelika
Very good advisor, I feel extremely well taken care of with all my insurance matters. Dennis always knows what to do and always takes enough time. I can highly recommend him to anyone!
Sarah
Great advice from Dennis at Geldnavigator! He took plenty of time, explained everything clearly, and addressed my situation individually. Very competent, honest, and pleasant - I felt thoroughly well advised. A clear recommendation!
Manuel
Very professional and straightforward. The car insurance was arranged quickly, and all the documents were provided promptly. Thank you!
Christina
I am extremely satisfied with the advice from Dennis! He explained everything about ETFs, savings accounts, and the like in a clear and easy-to-understand way, came very well prepared, and also documented everything thoroughly afterward. Whenever I had questions, he was always quick and reliable to respond. Very professional, honest, and personable - an absolute recommendation!
Marina
Dennis took a lot of time, listened carefully, and truly understood my situation. His honest and realistic advice helped me a great deal - especially the written summary afterward, which I really appreciated. A clear recommendation!
Martin
A very good advisor who only wants the best, honest and competent.
Jacqueline
Dennis provides very competent and understandable advice. In my case, he reviewed my insurances and showed me potential improvements or savings. He is absolutely customer-focused and explains until you understand. Dennis is very honest and doesn't sugarcoat anything, which you should be prepared for. I can really recommend Dennis if you want honest and transparent advice regarding financial products!
Lilyana
Since I have very basic knowledge in managing finances and making wise, timely investments, I'm really grateful for the patience, thorough explanations, and guidance I received in managing my money wisely. I wholeheartedly recommend Geldnavigator to anyone at a crossroads about how to make their money work for them!
Sandra
Thank you! Without you, I wouldn't be where we are now and would have been in trouble many times! Thanks for your excellent and especially honest advice! Every question and concern is truly given time and discussed in detail, so you always leave with a positive feeling. I'm glad to have someone so competent on my side regarding financial matters!
Abdu
Dennis can be brutally honest, but honesty and transparency is exactly what's needed, when working with someone reliable and trustworthy. I got some really eye-opening and competent financial advice and I'm really looking forward to working with Geldnavigator.
Tanja
In summary: You should only go to Dennis if you can handle honesty and transparency. He takes a lot of time to explain everything clearly, doesn't push anything on anyone, and tailors his approach to the wishes of his clients. I particularly appreciate that he really makes the effort to understand individual needs and openly lays out the pros and cons of different products to find the best solution. From my side: Highly recommended!
Joschua
Great advice on eye level with well-structured, objective information providing an ideal basis for decision-making. I have already gained several positive experiences regarding investments in portfolios, daily funds, and retirement planning.
Personal Consultation
I come directly to you - whether at home, at your workplace, or online. Free of charge, personal, and tailored to your goals.
Independence
Your goals take center stage - not the interests of providers. I find the solution that truly fits you.
Comprehensive Protection & Wealth Building
Whether it's retirement planning, insurance, or building wealth: together, we'll make the best decisions for your future.