Finanzelot

Finanzelot is an independent financial planning and investment advisory firm based in Hamburg, serving clients across Germany. With more than 35 years of professional experience, the firm helps individuals, investors and businesses make informed decisions about financial security and long-term goals. Its approach begins with understanding each client’s circumstances, priorities and objectives, then developing a tailored financial plan to guide the next steps.

For private clients, Finanzelot offers lifelong financial planning, investment advice, retirement planning and support with questions about pensions, tax incentives and investment structures. Its investment services include portfolio design using ETFs, investment funds and other asset classes, with an emphasis on scientific investing and attention to costs. The firm says it operates independently and has no proprietary products.

For businesses, Finanzelot advises on employee benefit and pension systems, company investments, pension commitments, health management and pay optimisation. Clients can also request a complimentary, no-obligation second opinion on an existing financial arrangement. Consultations are available in person, online or by appointment.