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Your Partner for
Long-Term Wealth
Digitally Empowered.
Our
promise
We develop financial strategies that match your lifestyle. Each solution is based on your priorities, your personal values and goals.
We act fully independent and focus only on your interests. You receive clear and personal recommendations from experts who understand your finances. We aim to help you achieve financial well-being.
Our digital solutions give you deep insight into your finances and investments. Our tools at a glance:
- Consolite App: Track and plan your finances holistically.
- Interactive Wealth Report: Get a consolidated AND detailed analysis of your liquid and illiquid assets.
- Your personal tool: Have an idea? Let’s build it together.
Our partnerships are built on trust and excellence. We work with proven financial and technology partners to deliver results. Our network allows us to implement solutions quickly, securely and with high quality.
We continue to support you after your financial plan is in place. With regular reviews, clear reporting, and strategic advice, we keep your plan effective and aligned with your long-term goals. Our solutions have a sustainable impact.
Our Services for private clients
Investment advice
We support you in creating your personal investment strategy and selecting investment instruments.
From as little as 0.22% advisory fee p.a.
Pillar 3a and vested benefits
Select from a wide range of attractive investment funds and benefit from both, tax savings and long-term gains alike.
Exclusive financial and advisory services
- Individual asset report
- Digital financial cockpit
- Portfolio analysis - review and second opinion
- Holistic Financial advisory for you and your family (family office)
Our services for business clients
Start your business
We advise and support you in choosing the right company structure, tailored to your plans and goals. We also prepare all the necessary incorporation documents for you.
From
(one-off)
Business consulting
Whether in finance, insurance, or business development – we help you structure your business and act as a strategic sparring partner, either continuously or whenever you need us.
From
per month or by arrangement
Operations
Do you need support with administration, IT or hosting? Are you planning to build a website or develop a custom digital solution? Whether it concerns your products or processes, with our experience and a strong network of trusted experts, we provide tailored solutions that fit your business.
We will be happy to provide you with a non-binding offer
Why we are different
We’re not a traditional financial services provider - we’re your personal competence network, giving you direct access to specialists and experts in every field you need.
We take a holistic approach - your needs, goals, and unique financial situation shape your investment strategy as a whole
We will contact you soon.