Wir sind als Versicherungsmakler sogar gesetzlich verpflichtet, die Interessen unserer Kunden wahrzunehmen – ein wichtiges Indiz für Unabhängigkeit. Eine gewisse persönliche finanzielle Unabhängigkeit des Finanzberaters stellt sicher, dass er Ihnen nicht unbedingt etwas “verkaufen” muss, um seine Miete bezahlen zu können.
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Was sagen unsere Kunden:
When I learned that my wife is pregnant, I planned to get all our insurances, financial and retirement planning in order i.e. RLV and BU Versicherungen and our Riester, Ruruep initiated before the baby arrived. This was a mammoth task and a tough timeline to meet. When I researched the internet to get myself started, I was overwhelmed. Not only was 99% of the information in German language (not my mother tongue), but also the complexity behind was massive. That is when I decided to consider a Berater/-in and found Dr. Schlemann unabhängige Finanzberatung e.K online and contacted Sebastian Weissschnur. My experience with Sebastian has been absolutely wonderful. My detailed feedback below: 1. We meticulously went through all the steps and completed everything within the deadline. This was very important for me as things can get quite busy after the baby arrives 2. Sebastian’s professionalism is top! He started with a clear Auftragerklaerung which laid to rest any potential for un-clarity on either side. Expectations and desired results were documented and checked regularly during the process 3. Although English language is not Sebastian’s first language, he was very patient in explaining everything to me and respond to my zillion questions. He gave me the time to get comfortable and allowed me to set the pace of the process 4. He was always easily reachable and responded very quickly 5. All paperwork for BU/ RLV/ Ruruep/ Riester went through Sebastian and helped me avoid a new Ansprechpartner each time 6. Despite having a not so big investment portfolio when I started, Sebastian gave me some important tips on financial investments and introduced me to some interesting websites that I now use quite frequently. Today I have a healthier looking portfolio with his help I have recommended Sebastian to a few friends and colleagues already and would happily continue to do so.
Dr. Schlemann ist sehr ehrlich. Die Beratung ist höchst professionell und strukturiert. Er nimmt sich viel Zeit alles zu erklären.
Gute, seriöse Beratung über private Krankenversicherung. Dr. Schlemann ist ein zuverlässiger Berater, sehr aufmerksam und sehr offen! Beste Erfahrung mit einem Berater bis jetzt!!