Counselling for the self-employed
Customized solutions for your business
As a self-employed person, you have special requirements when it comes to your insurance and finances. Our advice for the self-employed is designed to offer you independent, transparent and digitally sound support. This way, you can ensure that you and your company are optimally protected.
Our advice for the self-employed at a glance
Safeguarding your company and yourself
With our advice for the self-employed, you can find the right insurance to protect yourself and your business. From public liability to occupational disability insurance - we analyze your needs and offer individual solutions.
Pension provision for the self-employed
A solid pension plan is essential when you are self-employed. Our advice for the self-employed helps you to find suitable pension models such as private pension insurance, ETFs or real estate. We also check whether exemption from statutory pension insurance is possible.
Financial planning & investments
We support you in discovering the best investment opportunities for your future. Our advice for the self-employed provides you with targeted strategies to invest your profits securely and with a focus on growth.
Insurance cover for your team
Do you have employees? We'll show you how to provide them with optimum cover. Our consulting services for the self-employed also include company pension models and health insurance for your employees.
Energy and telecommunications contracts
Use our advice for the self-employed to find the best electricity, gas, mobile phone and internet contracts. We compare the cheapest tariffs for you and take care of all the details.
Our consulting services for the self-employed
Independent and transparent
We offer neutral and objective advice for the self-employed.
Digital and convenient
Thanks to digital processes, everything remains simple and flexible.
Scientifically sound
Our recommendations are based on current analyses and studies.
Long-term partnership
You benefit from ongoing advice for the self-employed, no matter how your business develops.
How advice for the self-employed works
First contact and needs analysis
Target: Gather basic information and clarify needs
- Get in touch with us - either by phone, e-mail or online form.
- In an initial interview, we clarify your current situation, your professional goals and individual requirements.
- You will receive a brief overview of which consulting services could be relevant for you.
Detailed advice
Target: Develop detailed analysis and customized solutions
- We carry out an in-depth analysis of your financial and insurance needs.
- Based on the information you provide, we will draw up a recommendation for insurance, pension provision and investments.
- You will receive a detailed plan that is tailored to you and your self-employment.
Quotation preparation and optimization
Target: Tailor offers to you and clarify questions
- We present you with specific offers from insurers and financial service providers that match your profile.
- You have the opportunity to ask questions and make adjustments.
- Together we will adapt the offer to your needs if there is still room for optimization.
Completion and implementation
Target: Implementation of the proposed solutions
- Once you have made your decision, we take care of everything: the insurance policies and contracts are concluded and all the necessary steps are taken.
- For capital investments or pension models, we set up accounts or take care of all the formalities.
Continuous support
Target: Ensure ongoing consulting and optimization
- After the initial consultation, we remain your contact for all questions.
- We regularly review your contracts and make recommendations for optimizations if your life or professional situation changes.
- If necessary, we can adapt your insurance and financial planning to new developments.
FAQ - Frequently asked questions about advice for the self-employed
Our advice for the self-employed focuses on public liability, occupational disability and retirement provision. We help you find the right insurance for your business.
Our advice for the self-employed begins with a comprehensive analysis of your needs. We then develop a concept together that is precisely tailored to your situation.
Yes, our advice for the self-employed is flexible - by phone, video call or on site. You decide how you would like to be advised.
Let us advise you
Do you want to be optimally protected as a self-employed person and manage your finances cleverly?
Then take advantage of our advice for the self-employed and benefit from independent and tailor-made solutions!