PlanInvest Honorarberatung

Se Coll 4 months ago

Recently consulted for early retirement. Very thorough, secure and professional services in English, including analysis & recommendations on retirement plans, financial planning and investing. Stefan is very knowledgeable, accommodating & responsive. Highly recommended.

Ashok Vasudevan 6 months ago

Stefan is a very good fee-only financial advisor. During the initial free meeting, he provided a very succinct, concise view of his service offering, the planning process and understood my key goals, objectives, fears and financial situation. He is transparent on his cost structure, and never comes across as being pushy or salesy. Every session after that was educational, with awareness building, insightful questions to understand my comprehensive financial, career and family situation, needs and goals. I had a lot of questions, all of which were addressed, without being too stringent on the length of every session. He is flexible, accessible and a good communicator. His recommendations gave me the confidence about setting right my financial plan and have the comfort and security that I am headed in the direction towards meeting my goals. I recommend PlanInvest and Stefan for an unbiased, non-salesy, transparent financial planning for you and your family.

Dimitrios Makris 10 months ago

We were very satisfied working with Stefan, from the free, ice‑breaking introductory meeting all the way through to the completion of the process. He is a highly skilled professional who quickly understands and adapts to his clients’ needs, thoroughly analyzes their financial situation and tailors his advice to their personal goals and wishes. In our case, Stefan took the time to understand our objectives -retirement planning and sustainable investments- and developed a clear, personalized strategy that fit our objectives perfectly. Highly recommended for anyone seeking an independent, fee‑based financial advisor. Thank you, Stefan!

Amanda Ng 11 months ago

Stefan provided great advice for my new financial situation (freelancer) in Germany, including an understanding of how things work here (e.g. tax, pension, etc) and how best to handle my finances going forward. My German is not good enough to trust my finances to it, so it was extra helpful that Stefan could provide me the advice in English. Many thanks Stefan!

david b a year ago

The German financial system is complex even for native speakers, and can be especially baffling for English speakers. Stefan was excellent at clearly explaining the pros and cons of various investment strategies and took the time to really understand us and our needs. Over the course of several meetings, it became clear that Stefan is not only highly knowledgeable and competent, but also genuinely attentive to our specific situation. I would thoroughly recommend Stefan to anyone seeking financial planning advice—whether in his native German or in English.