Because: you want to invest your money and (this time) do everything right!
Fair Advice – Educate – Win
Would you like to invest your money and do everything right this time? That’s why you are looking for fee-based advice in Germany! So that you no longer have to regret any investment decision, we work 100% independently and commission-free. As state-approved fee-based investment advisors from Leipzig, we work in your interest and at the highest level.
Your needs are at the forefront of everything we do.
We want to empower you to make the right financial decisions to achieve your financial goals much faster and with less stress.
With transparency and effective solutions, you will build wealth faster and more securely and, if you wish, with the help of individual investor coaching, you will have a guaranteed positive investment experience!
The key to financial advice without conflict of interest is fee-based advice.
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Hardly any other investment vehicle has been able to record such high inflows of funds in recent years as the so-called ETFs. The extreme cost efficiency and broad diversification in profitable asset classes are appreciated by institutional and private investors alike. But which ETFs do I use if I want to build a professional and, above all, profitable long-term investment portfolio? Or do I prefer to use index class funds? Caution: ETFs are only tools and if misused it is difficult to achieve your goals with them.
We are more specialized in ETF consulting than almost any other advisory institute in Germany. No wonder: since advisors do not earn a single cent in commission on ETFs, commission-free fee-based advice such as we offer a prerequisite for the consistent and professional use of these tools.
Are you looking for an expert in index-oriented investments? Then feel free to contact us, because we are not only certified ETF specialists but THE ETF manufacturers in the German-speaking region. You can commission us to create an investment concept.
Afterward, you decide whether you want to implement it on your own or together with us. This offer is unique.
Check your advantage and possible cooperation with us now in a
Whether you want personal advice from Germany, your fee-based advisor Florian Zekert will be happy to visit you in person. Exclusively, you can also arrange a review and planning of your financial strategy with a sea view of Mallorca during the winter. In the first instance, however, appointments take place online via video call, in the virtual consulting room, regardless of location.
Florian in 40 years ;-) "The Value of a Financial Advisor"
This is your navigator and dashboard for your financial life journey! In a comprehensive dynamic view, all financial aspects of your situation and goals are included. This allows complex decisions to be made in a well-founded manner. You receive true product-independent advice and gain lasting full control.
Decades of capital market research provide you with an individual, highly efficient and cost-effective investment concept. Your risk tolerance is precisely determined and you benefit from solutions that were previously only available to large investors.
Our task is to help you as an investor to follow the rules of investing and not to make mistakes during the investment horizon. Only in this way you will reach your financial goals and achieve the real returns of the capital markets.
Florian explains in a competent and friendly way how you can best provide for your old age and which investments are well suited for this according to your own risk profile. Absolutely recommendable!Marco B., Tax advisor, Leipzig
Mr. Zekert provided us with comprehensive advice, above all it was understandable for us laymen, which was not always easy. We have built up a very good relationship of trust with Mr. Zekert and feel completely secure in our decisions. We would like to thank him for this. Keep it up! We will recommend him to our friends and acquaintances.Johannes H., Master roofer, Grimma
Florian Zekert's advice is highly competent in the matter and very trustworthy. At the same time, he never loses sight of what is especially important to me as an investor. Not for a moment during the detailed consultation process did I hesitate to entrust him with my assets.Kornelius U., Entrepreneur, Leipzig
Starke Schwankungen an der Börse sind für die meisten Anleger ein Grund zur Beunruhigung. Es gibt jedoch auch Investmentmöglichkeiten, die gezielt auf fallende Kurse wetten und auf diese Weise Gewinne erzielen. Dazu gehören z.
Wer sich mit dem Aufbau eines ETF-Portfolios beschäftigt, kann aus physisch replizierenden und synthetisch replizierenden ETFs wählen. Letztere werden auch als Swap-ETFs bezeichnet. Während bei physisch replizierenden Fonds die Nachbildung des Index durch den exakten Kauf der Wertpapiere des Referenzindex passiert, funktioniert die Replikation bei Swap-ETFs über ein Tauschgeschäft.
ETFs erfreuen sich als Geldanlage nach wie vor großer Beliebtheit und haben sich insbesondere in Zeiten von Niedrigzinsen und Inflation gegen andere Anlageklassen durchgesetzt. Allerdings stellen sich viele Anleger die Frage, welche Vorteile ETFs tatsächlich haben und ob sich ein Investment in die Indexfonds für sie lohnt. In diesem Ratgeber geben wir einen Überblick über