Smart saving and investing
A savings account no longer yields anything, but how do you make sure your savings work for you? Our advisors are at your service and will help you make smart independent choices.
Finding out how much capital you need and when
Investing or saving is not an exact science and the options are endless. In an Immotheker Finotheker office, we get to know you better so we can compare the best options side by side. This gives you insight into your future.
The right strategy and protection for your savings
Our advice doesn't stop at selecting the ideal savings formula or investment. Together, we make sure you are fully legally covered when you sign and don't lose what you are owed.
Simulate how to build your capital
Everyone knows a savings account yields nothing, but do you know how to make your savings work for you instead of for your bank?
Our clients appreciate our personal approach
Our overall approach makes the difference
You are our starting point
We never start from products, but always from people: who are you, what stage of life are you in and what are your short- and long-term goals?
Your lifestyle is our job
Together, we choose which home loan, insurance, investment or pension savings plan best suits your lifestyle. And we guide you in finalizing it.
We follow up for life
Your life is always changing. That's why we help you make the right choices at every stage of life. And we'll let you know when it is time to change.