At Financial Advisor Berlin, we provide independent advice on investments, private pensions, and insurance solutions, helping both locals and expats make confident financial decisions within the German system.
Understanding Germany’s financial system can be challenging—especially for expats. Between unfamiliar pension rules, complex tax laws, and countless investment options, it’s easy to feel lost.
At Financial Advisor Berlin, we offer truly independent, fee-only advice, ensuring your interests always come first.
Build a long-term, diversified investment strategy using ETFs, funds, and sustainable portfolios designed for your financial goals.
Understand and optimize your pension in Germany—whether through Riester, Rürup, or private retirement plans. We help you create a future-ready retirement strategy.
Get independent advice on essential insurance coverage—health, liability, life, and disability—so you protect what matters without overpaying.
Berlin’s international community is diverse—entrepreneurs, freelancers, and professionals from every field. We specialize in helping:
Whether you’ve just moved to Germany or are building a long-term future here, we help you make confident financial decisions.
Our approach is designed for clients who value clear communication, professional expertise, and long-term financial results.
We proudly serve clients throughout Berlin—from Mitte, Charlottenburg, and Friedrichshain to Neukölln, Schöneberg, and Zehlendorf—as well as surrounding regions including Potsdam and Teltow. Wherever you are in Berlin or Brandenburg, our advisors offer local insight combined with global financial expertise.
Stay informed with expert insights on investing, pensions, and insurance for expats in Germany:
At Financial Advisor Berlin, we provide independent advice on investments, private pensions, and insurance solutions, helping both locals and expats make confident financial decisions within the German system.
Yes — Germany’s financial system is complex, and many expats struggle with unfamiliar pension rules, taxes, and insurance options.
An independent financial advisor in Berlin can guide you through these topics in English, ensuring your finances are optimized for your life in Germany.
All cost of the provider, the funds as well as for the advisor are already included in the pension plan. We get paid in government regulated commissions by the insurance when you decide to do the plan. The conditions you get with us are exactly the same you get with the insurance directly, so you have no financial disadvantage by doing the plan with us, but of course the huge advantage is that we as independent brokers can scan the whole market, so you get the best available option.
We are independent consultants, as we do not work for any product provider like an insurance or a bank, so we do not have to sell any products. We are registered with the Chamber of Commerce and Industry as an independent financial broker. This means that we are “fiduciary trustees” of our clients. We are therefore legally obligated to find suitable solutions for your situation and your needs. In doing so, we draw on virtually the entire investment, finance and insurance market. For us, this means true independence.
The solutions in our consulting are structured in a way that you are flexible should you choose to leave Germany during your working life, and you can get your pension anywhere in the world.