Planning your money in Germany? Find a financial planner who speaks English.

A baby, a marriage, a home or retirement: tell us what's changing, and we introduce you to a financial planner who works in English.

  • One plan for what's changing in your life
  • Your pension gap, savings and cover looked at together
  • In English, for a fee you agree up front
Start →

Confidential · Free to request

What would you like to plan for?
Your age
How soon?
Household net income a month
Savings you'd plan with, roughly
How long will you stay in Germany?
How should the financial planner get in touch?
Anything the financial planner should know? (optional)

Please leave out health details: if they're needed, the professional asks you directly.

We'll check in with you after 30 and 60 days to make sure the hand-over worked. One click stops it.

We introduce you to a financial planner who works in English. They agree their fee with you before they start. By sending you agree to our Terms. How we make money

Planning your money with a person, in the age of AI

▶ Play video · 2 min

Read this first

New in Germany, or in a first job here: what to set up first

Kindergeld as a newcomer: who qualifies, and when

Moving in together, or getting married: two incomes, one plan

Having a baby in Germany: the money checklist.

Settled, and building up: a cushion first, then your pension

Planning for retirement: the three pillars and your pension gap

Common questions

Looks at your whole situation (income, savings, insurance, pensions and plans) and puts it into one plan, rather than one product at a time. For a plan, we introduce you to a financial planner who works in English. They agree their fee with you before they start.

A financial planner can plan the money side with you. Tax questions, such as inheritance tax, go to a tax adviser (Steuerberater). A will itself is a legal document: for that, our sister service Klarlaw finds you a lawyer who works in English, and some documents need a notary (Notar).

The guides and tools are free, and you pay us nothing. Financial planners: they agree their fee with you before they start. If you go ahead with them, they may pay us a referral fee. What they pay never decides who your request goes to.

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