The company's core activity is neutral and independent consulting in the areas of finance, investment, retirement planning and insurance. The company offers services such as asset management, investment consulting, insurance comparison, mortgage comparison, pension planning and trust services. It supports clients in creating individual financial concepts and also offers outsourcing services for companies.
Fiduciary services for accounting, taxes and property management; relief with administration, ad interim assignments, tax filings and financial accounting.
Retirement planning & investment
Advice on retirement planning and investments for financial planning, wealth building, vested benefits, pension planning, money placements, financing and mortgage comparisons.
Insurance advisory
Independent insurance advice and insurance comparisons for property and life insurance, including professional liability, daily allowances and pension schemes.
Property management
Property management for rental and commercial real estate, condominium communities, apartment management, initial leasing, property administration and financial accounting.
Outsourcing
Outsourcing of fiduciary and real estate tasks with ad-interim support in case of staffing bottlenecks and temporary absences.
Performance Academy
Internal and external academy with online courses, seminars and workshops on finance, assets, real estate and mindset.
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