Your #1 Financial Consultants
for all Expats in Germany.
Holistic Consultation, Goal Planning & Guidance from Locals.

We have one goal - to make you feel home in Germany!

Your #1 Financial Consultants
for all Expats in Germany.
Investment & Protection | Health Care |Your #1 Financial Consultants
for all Expats in Germany.

Our passion is to make your life in Germany easier!

Real Estate | Student Seminars | Individual Seminars
Specialists Guidance | Over 27 years of Experience |Your #1 Financial Consultants
for all Expats in Germany.

Tailored Consultation for Expats - The Original since 2015

Intercultural Understanding | more than 250 Product Partners
Protecting your Kids | Accident Insurance for Kids |Your #1 Financial Consultants
for all Expats in Germany.

Kids - you never know what they do next - Let's protect their future together.

Saving Plans for Kids | Ready for the next Generation.
financial consultantPlan youre Retirement Age | Care SolutionsReal Estate Investments | Plan your better Future.Your #1 Financial Consultants
for all Expats in Germany.

Things can be so easy - with the right partner for your finances!

We are improving every day…

Welcome to the 1:1 request page of

This page is designed for new clients who have attended our financial seminars and are interested in discussing specific products or solutions with our financial consultants.

By filling out the feedback form, you can apply for a one-on-one meeting with our consultants and provide us with your valuable feedback about the seminars.

We value your opinion and strive to improve every day, as we understand the challenges faced by expats and embrace the opportunity to work with people from diverse cultures.

Thank you for choosing as your financial guide.

What people who have worked with us have to say

We are living in Germany since 5 years and wanted to get an idea about important Expat insurances that are required.
We got in contact with Marcel and his explanation was simple and outstanding. It really helped us a lot in meeting our requirements.
We would certainly recommend Marcel Plum via the Swiss Life Select.

I consider Marcel to be a trusted expert in the areas of insurance and finance. I have repeatedly taken advice from him on multiple topics for over 3 years now and am absolutely satisfied. Marcel is easily approachable, open in communication, and truly interested in understanding the real need of his clients. I enjoy our interactions also on a personal level and feel comfortable recommending his services further.

He is great. You can easily trust him and go for his advice.

Very professional and clear about the policies and also very helpful in suggesting what is needed with necessary examples.

He was really patient with us, explained us everything really nicely. I would recommend him to my friends.

Thanks Marcel.
You have great understanding and advising expats.
Would highly recommend you

Marcel has deep knowledge about public and private health insurances. He could clearly articulate the difference between the two and which one would be most economical and beneficial. He also exposed us to various social and tax benefit programs which most expats are unaware off. He also guided us precisely in choosing the right set of insurances which are needed to live stress free in Germany. He speaks fantastic English and works round the clock to support its clients. I would highly recommend him

I was fortunate to work with Marcel.
Some of the highlights:
1) He doesn’t force you to buy products from him.
2) Do your market research and if you have counter arguments, he addresses them and finds a rationale / solution
3) He is flexible and available to you
4) Online consultation is possible (and is better).

Download section

Goal Planning Sheet

Goal Planning for Expats – Unlock Your Financial Potential

At German Sherpa, we understand the importance of setting clear and achievable financial goals, especially for expats navigating the complexities of the German financial landscape. Goal planning is a crucial step in building a solid financial foundation, as it provides direction, motivation, and a clear path towards a secure and prosperous future.

Our goal planning service is designed to help you define and prioritize your financial objectives, ensuring they are SMART (Specific, Measurable, Achievable, Relevant, and Time-bound).


Whether you’re aiming for short-term targets or long-term financial security, our expert consultants will guide you through the process and support you every step of the way.

Watch our Goal Planning video to learn more about the importance of setting financial goals and download our easy-to-use Goal Planning Sheet to kick-start your financial journey. Take control of your financial future and unlock your full potential with German Sherpa by your side.

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