AAE Consulting GmbH offers financial and insurance solutions and advises private and corporate clients on insurance products, pension/occupational benefits, investments, mortgages and tax matters.
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Industry:Insurance Brokerage & Consulting
✓ Offered9
Business insurance
Property insurance, professional and business liability insurance, cyber insurance, legal expenses insurance, technical insurance and motor vehicle insurance for companies; needs assessment, risk analysis and ongoing adjustment of the insurance cover.
Personal insurance
Coordination of social insurance as well as group health insurance, accident insurance and supplementary accident insurance; review of the starting situation, needs analysis and, on request, an overview of insurance for employees.
Occupational pension provision
Occupational pension provision for companies and employees; analysis of the current situation, coordination of Pillar 1 and Pillar 2, comparison of benefits and costs, and advice on deductions and buy-ins.
Insurance
Insurance solutions for private customers including household contents and personal liability insurance, cyber insurance, legal expenses insurance, travel insurance, motor vehicle insurance, rental deposit insurance and compulsory health insurance.
Provision planning
Provision planning solutions for the personal retirement situation, including Pillar 3a/3b, one-off deposits, disability insurance and life cover in case of illness or accident.
Pension portability
Search for vested pension portability assets, support with transferring them to the current pension fund and guidance when investing the assets.
Investments
Advice on investments and suitable investment solutions, taking account of needs and concerns; asset investments in securities, real estate or other financial instruments.
Mortgages
Advice for buying owner-occupied homes and for real estate financing; affordability calculation, determination of the equity requirement, offer comparison and support up to the financing completion.
Tax advisory and tax returns
Tax advice and preparation of tax returns as part of a premium mandate; review of tax deductions and advice on reducing the tax burden via Pillar 3a and pension fund buy-ins.
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