Our financial advice is provided in accordance with DIN 77230. Simply book a consultation. You
can do so online or by phone on 0511 7631-892 and take advantage of our €200 consultation.
Our independent financial advisers look forward to hearing from you.
The most important points of DIN 77230
- Clear structure: The consultation follows a set procedure to ensure that nothing important is overlooked. For example: income, expenditure, risks, insurance cover, retirement planning, etc.
- Objective assessment of the situation: We examine what is truly important for your personal or family situation – without any sales pressure.
- Transparent recommendations: All recommendations must be clearly justified. You can see exactly: Why is this important? How does this benefit me?
- Consumer protection: The standard ensures that your needs are the focus, rather than individual products
- Comparability: As many advisers work to the same standard, results are easier to compare.
- How the Basic Financial Analysis works (PDF)