Investment & ProtectionHealth CareReal EstateIndividual Seminars

Financial Consultation for Expats

We are here - to make your life in Germany easier.

Set up your goalsHolistic ConsultationBest Select ApproachGuidance from Locals

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

Financial Consultation for Expats

Specialists GuidanceOver 25 years of ExperienceIntercultural UnderstandingOver 160 Product Partners

Financial Consulting for Expats in Germany - The Original since 2015

Financial Consultation for Expats

Our Services for you

We know how it feels to be an Expat and we love to experience different people from diferent cultures.

How can we serve you?

Our Events change lives…

yours and ours.

There are these special moments, when a family calls you and says “We got our little one today” – and you are the third person they call after they called their parents, because you have to provide the right health care coverage to protect their baby. The moment when you are with clients at the notary and you see the glance in their eyes when they made one of the biggest steps in their life – and you did the finance for it. When you are in a 1:1 Meeting with a new client and you realize, that is the first time, this person ever thought about personal goals in his/her life – and you are the partner to fulfill them.

These are the special moments, why I wake up every morning and why I really love what I do.

You want to become part of the German Sherpa Community – there are many ways to join.

Either you become a client, or we sponsor your team or cultural community.

Or you become part of our German Sherpa Affiliate Program

Me and the entire German Sherpa Team are really looking forward to meet you, digital or in person and to make your journey in Germany easier.

We are your local guide – The German Sherpa who guides you and your family through the German Investment & Insurance Jungle.

Marcel Plum
Founder of German Sherpa

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.

We just updated the booklets because of new content and rebranding.

Booklet Core Seminar

Version Date: 05.05.2023

Booklet Health Care Seminar


Version Date: 05.05.2023

Booklet Real Estate Seminar

Version Date: 05.05.2023

Important Forms

You are an existing client and want to

Important Links

Business Section

Multi Consulting Approach for Business

Version Date: 06.05.2023