STRIVE FOR THEIR
FINANCIAL HAPPINESS.
Financial advice in Munich.
Your financial advisor from Munich.
Are you looking for personalised and qualified professional financial advice?
Trust plays a central role, especially when it comes to your finances and your very personal situation. For this reason, we attach great importance to getting to know each other and defining the service you require together so that we can offer you the best possible personalised advice on an equal footing.
We offer you a wide range of consulting services. As individual as you are!
You can get to know us personally on site in the Rheingau or at our locations: Wiesbaden, Frankfurt am Main and Mainz am Rhein, but also digitally.
We are at your service throughout Germany.
Carsten R. Streb | EMBA is an accredited and certified Financial Planner | CFP® and EFA® and offers you advice, implementation (mediation) and support.
You and our clients benefit from
Proven expertise (quality)
Licences, accreditations and certified degrees from recognised institutions (e.g. Chamber of Industry and Commerce, University of St. Gallen | Switzerland, EBS Executive School | Rheingau).
No dependency relationships
No affiliation to a financial distributor or financial product manufacturer.
Clarity
Overview and transparency before the start of your financial advice, including and above all about advice costs.
Financial advice | Holistic or topic-orientated.
You decide: Whether you want holistic or topic-orientated financial advice. But always taking into account all relevant aspects of your financial situation and your life situation.
Up-to-dateness (quality)
Ongoing mandatory further training ensures that your financial advice is based on the latest laws, regulations and scientific findings (financial science).
Let us earn your trust and create a trusting basis for our co-operation!
We would be pleased to introduce ourselves to you - before anything else:
Information on customer ratings according to §5b UWG Transparency is important in all areas of Carsten R. Streb | Ihr FinanzPlaner. For this reason, our customer reviews on the respective platforms (Proven Expert, whofinance, Google Maps) are checked and verified for authenticity before publication. The reviews displayed were written exclusively by real customers who have received a consulting service from Carsten R. Streb. We publish all verified reviews - regardless of whether they are positive or negative.
We look forward to seeing you!
Your FinanzPlaner.
Carsten R. Streb EMBA | CFP®, EFA®
Carsten R. Streb e. K.
Strive for your financial happiness!
Your added value. Our financial advice.
You are not sure what added value professional and qualified financial advice provides compared to another or even your own ‘financial advice’?
What added value does professional and qualified financial advice offer compared to others or planning your finances independently with the help of analogue magazines, books or digital options such as Google, financial blogs, finfluencers, investment trackers, apps, ...?
Invest in your finances, in your life:
The professional and qualified financial advice from Carsten R. Streb e. K. offers you the following added value:
Efficiency.
It is the sum, not just the ‘one’ right decision.
For this reason, we work with you not just on one, but on all of them, i.e.
- investment -
- cost -
- tax -
and
- behavioural efficiencies -
for your best possible financial decisions.
Financial happiness.
Our goal is to make your life healthier, happier and more prosperous.
We support you on the path to your
-
inner peace
-
confidence
-
Success | Feeling of having achieved something
-
Confidence (financially).
Individuality.
Your life, your goals | your FinancialPlan.
We create your individual profile | your customised FinancialPlan.
Whether holistic or just topic-orientated and with or without implementation and support of your financial plan.
Your financial plan - as individual as you are!
Time.
Let us strive for your financial happiness so that you have more time for the essentials.
Use the time you have freed up for yourself!
Objectivity.
As your financial planner, we represent your interests.
There are no conflicts of interest with us.
This is demonstrated in particular by our unique and individually selectable fee models.
Digitality.
We can work together both in person and 100% digitally.
Of course, in addition to digital meetings, we offer you secure digital communication, digital eSignatures and an overview of your finances with ‘just’ one click via our own CRS cloud and app.
Clarity.
As your financial planner, we represent your interests.
There are no conflicts of interest with us.
This is demonstrated in particular by our unique and individually selectable fee models
Sustainability.
We attach great importance to sustainability (companies) and are also FNG-certified as advisors for sustainable investments.
Talk to us
about your sustainability preferences.
Financial advice. Targeted.
Efficient financial decisions through specialisation.
Your financial advice is clearly focussed on your individual goals.
As your financial advisor, we advise individuals (private persons), but we also advise small and medium-sized enterprises (SMEs).
Individuals.
We develop your customised financial plan and solutions that meet your financial goals.
We understand the unique challenges of young, mid-life (young professionals and executives) as well as older people such as private individuals (former entrepreneurs, retirees and pensioners).
Also explicitly those of freelancers such as doctors, but also of entrepreneurs such as winegrowers.
We discuss each situation individually and develop your personalised financial plan.
Small and medium-sized enterprises (SMEs).
We understand the unique characteristics and financial challenges of a business.
Whether it's financial advice and planning for start-ups or established companies, or whether it's time to let go of your business, we use our expertise to find the best solution for you and your company.
In addition, we specialise in wine and sparkling wine lovers, partly due to our company headquarters and our region: Rheingau.
Your financial advice. Our services.
Financial plan.
Your FinanzPlan,
as individual as you are!
InvestmentPlan.
The basis of a successful investment is:
Your personalised investment plan according to your individual risk/return profile.
Retirement plan.
It is the sum of all, not just the ‘one’ right decision, that determines whether you achieve your goal.
FinancingPlan.
Increase the probability of your success - whether you want to set up / buy a company or invest in property.
Arrange now.