For career-driven expats in Germany

Strategic Wealth Planningfor Career-DrivenExpats in Germany

Independent financial planning for high-performing international professionals building long-term wealth in Germany.

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Marcel Plum – Financial Consultant for Expats in Germany

INDEPENDENT STRATEGIC ADVIsORY FOR INTERNATIONAL PROFESSIONALS IN GERMANY.


Strategic Wealth Architecture
for International Professionals
in Germany

Long-term wealth strategy designed for internationally mobile professionals who value structure, precision, and disciplined execution.

Long-Term Wealth Architecture
Strategic investment and retirement structuring.
Independent Advisory Model
Strategy first. Products follow.
Systematic Financial Execution
Clarity, discipline, measurable progress.
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We work with a limited number of clients each year to ensure depth, precision, and long-term strategic alignment.

Germany Is Structured. Your Financial Strategy Should Be Too.

Financial complexity is rarely about income.
It is about structure.

Germany offers stability and long-term potential.

But its financial system was not built for globally mobile careers.

The result is not bad decisions —
it is structural fragmentation.

01 — Fragmented advice
02 — Product-driven recommendations
03 — Tax inefficiencies across jurisdictions
04 — Overlapping or missing coverage
05 — No integrated long-term plan

Clarity does not happen by accident.
It requires structure.

A Structured Approach to Financial Clarity

We do not sell isolated solutions.
We design financial systems aligned with international careers.

Foundation

Legal structure, health coverage, core protection.
Every internationally mobile professional needs a stable baseline before complexity is added.

Protection Architecture

Income protection, liability structure, long-term stability.
Designed around your career trajectory — not around products.

Strategic Growth

Cross-border investing, pension optimisation, tax efficiency.
Coordinated across jurisdictions to avoid structural leakage.

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Who We Work With

We advise Germany-based expats with international financial exposure.

Ideal Clients

  • You live in Germany
  • You earn income in Germany
  • You have cross-border exposure
  • You value long-term strategy
  • You want coordinated financial structure

Advisory Scope

Our advisory services are exclusively available to expats who are resident in Germany.
We work with clients who live and generate income in Germany.

Not available for non-residents.

Trusted by expats living in Germany.

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OUR ADVISORY APPROACH

Why Structure Matters More Than Financial Products

01 Structural Thinking

We design coordinated financial systems – not isolated solutions.
Every recommendation fits into a coordinated long-term framework.

02 Germany-Based Expertise

Our advisory work focuses exclusively on expats who live and generate income in Germany.
We understand the structural realities of the German system

03 Coordinated Implementation

We align insurance, investment, pension and tax considerations across jurisdictions.
No fragmentation. No product-driven advice.

Clarity Starts With Structure.

We advise expats who live and work in Germany.

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Financial Structure Insights for Expats in Germany

Practical guidance drawn from real advisory work with Germany-based expats.

As leading financial consultants for expats in Germany for over a decade, we encounter a wide range of real-life situations every day.
We’ve learned a great deal from these experiences — and we use that knowledge to make your life in Germany easier, safer, and more financially secure.
Here are some insights and stories from our daily work with expats like you.

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