Shaping the future together

A part of the right strategy is the appropriate corporate finance and the business oriented personal finance and investment planning. Our partners from our PRAXISERFOLG® – Invest Section are selected and independent finance experts. Our specialists have been carrying out independent remuneration consultings for years. This allows our customers to expect optimal results.

Our partners are funding partners, insurance brokers, certified financial planers, independent asset managers, real estate agents, selected tax and inheritance tax experts as well as investment companies.

After an initial analysis to see what is needed, we can develop an individual and personal or a corporate finance plan or provide you with the most appropriate principles for your investment portfolio as well as product recommendations.