Finanzanalyse nach DIN 77230

Standardisierten Finanzanalyse nach DIN 77230

Unsere Experten prüfen deine Versicherungen - kostenlos und unverbindlich

Transparenz ist die Grundlage für eine nachvollziehbare und vertrauenswürdige Finanzberatung. Auf Grundlage der DIN-Norm 77230 beraten wir unsere Kunden in den Bereichen Absicherung, Vorsorge und Vermögensplanung einheitlich und professionell. 

Egal ob einzelne Verträge oder ein kompletter Check. Wir prüfen deine Versicherungen und zeigen dir auf wo du sparen kannst, ob Fallstricke bestehen und welche Verträge überflüssig sind.

DIN 77230

Die Basis-Finanzanalyse für Privathaushalte

bestmögliche Absicherung gegen Lebensrisiken auf Basis der privaten Finanzen
0%
vorausschauende Gestaltung der finanziellen Zukunft durch entsprechende Vermögensplanung
0%
Orientierung an Bedürfnissen und Zielvorstellungen des Privathaushalts
0%
Insurance agent talking to mid adult couple on a meeting in the office.

Komplettpaket - Alle Verträge werden durch ge-checkt.

Unsere staatliche geprüften Experten bewerten jeden einzelnen Vertrag. Wie ist die Versicherungsleistung im Verhältnis zum Beitrag oder gibt es günstigere Angebote mit identischer Leistung?

Haftpflicht-Check

Zwischen dem günstigsten und teuersten Anbieter liegen über 150% Beitragsunterschied bei nahezu identischen Leistungen. Erhalte einen kostenlosen Vergleich vom Fachmann

Unfall-Check

Eine gute Unfallversicherung muss nicht teuer sein. Beiträge über 20,- monatlich sind überflüssig. Unsere Experten kennen die richtigen Anbieter für dich. Hol dir jetzt ein unverbindliches Angebot.

Kfz-Versicherungs-Check

Die Inflation macht auch vor der Kfz-Versicherung nicht halt. Durch einen Anbieterwechsel kannst du die Preissteigerung abfedern. Wir finden für dich günstige Tarife mit Top Leistungen

KV-Check

Zahlst du monatlich hohe Beiträge für Zusatzversicherung die du noch nie in Anspruch genommen hast. Unsere Experten finden heraus ob dieser Vertrag für dich rentabel ist.

BU Check

Du hast eine Berufsunfähigkeits-Verischerung, bist aber unzufrieden mit deinem Vertrag? Wir zeigen dir Alternativen mit deutliche günstigeren Beiträgen.

Rechtsschutz-Check

Benötige ich eine Rechtsschutz-Versicherung? Finde heraus, ob deine Versicherten Bereiche auch zu dir passen. Unsere Experten vergleichen einen Vertrag .

Unsere Berater sind IHK geprüft

Ablauf

der Ablauf

Sie vereinbaren mit uns einen Termin, gerne online über Zoom, Teams, google Meet, Skype etc. (wir organisieren dies für dich). Bei diesem Termin finden wir heraus, welche Verträge du überprüfen lassen möchtest und klären grundlegenden Fragen zu deinen Wünschen und Bedürfnissen.

Jetzt analysieren und bewerten unsere Experten deine Verträge auf Grundlage deiner persönlichen Situation, Wünsche und Bedürfnisse. Geprüft werden darüber hinaus mögliche Leistungsausschlüsse oder Fallstricke. 

Nach Abschluss der Analyse erhältst du eine ausschließlich an deinem individuellen Bedarf ausgerichtete Empfehlungen. 

Alles vom Fachmann IHK

Standardisierten Finanzanalyse nach DIN 77230

jetzt kostenlos und unverbindlich Termin vereinbaren

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Zusammenfassung

Zusammenfassung Ihrer Terminbuchung

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Hoppla! Es ist keine Zahlungsmethode verfügbar.
Wählen Sie die Zahlungsmethode
storefront

Lokal bezahlen

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PayPal

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Keine Kategorien und Dienstleistungen hinzugefügt!