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As Independent, Certified Financial Advisors, we are all about helping women with real lives create the great life that is truly theirs. Our dear clients deeply appreciate our non-judgemental approach – one that never labels them or puts their ambitions into predefined boxes.
We work with you to learn where you can be, then guide you as you make the decisions to get there.
And, we help you to create a personalised financial plan built around your future: clear portfolio recommendations, strategic budgeting, and detailed asset forecasts so you always know where you stand and where you’re headed.
We support the entire financial journey of real women with perfectly normal lives:
[…] Especially women without previous knowledge in financial matters are coached in such a way that they are able to manage their financial future themselves with new knowledge.
You can book your appointment online and we will send you an invitation with the link for the Google Meet appointment. If you prefer to use other tools, you are very welcome to let us know. And of course, if you are located in Berlin, we can arrange to meet in person.
We charge a flat fee, and that’s it. Because we’re fully independent (not tied to any bank, insurer, or provider), our only priority is you. No commissions, no hidden fees, no surprises.
This largely depends on you and the information you already have available. Before your appointment, we’ll send you a form to fill in with your personal and financial details – this helps us prepare thoroughly and make the most of your time together.
If you’re unsure how to answer certain questions, don’t worry: you can go through them directly with your financial advisor during the session.
Yes, we offer support in both areas:
Our goal is to empower you with the knowledge and tools to effectively manage your investments and make informed decisions.
…you will have full transparency over your financial situation and a tailor-made plan with concrete, easy-to-implement steps, to achieve your goals.
..you will know exactly how to invest your money with confidence. Plus, you’ll have a full picture of your financial situation: pension gap, insurance needs, and everything in between.
…you will know how to solve your pension gap. Your retirement looks much better now!
>4.000 happy clients
We’ve proudly supported over 4.000 women through our financial advisory services & Investment Academy, empowering them to achieve financial independence.
>40 Mio. € Investment
With over 60 mio € invested by our clients.
>20 Years Experience
As a licensed provider regulated by BaFin, we offer financial advisory services and Automated Investing tool with the highest standards of security and professionalism.
87% of customers have given positive feedback and would recommend this product/service to their friends.