Free initial conversation

Leave knowing what to review first.

You do not need to prepare documents or know which product you want. We start with your situation, your goal and the question you want to solve.

30–45 minAllow this much time for the first conversation.
Phone or videoWe choose the format that works best for you.
An AORAES advisorThe team reviews your request and assigns the right person for your topic.
01We understand your situation and goals02We prioritise your questions03We define a clear next step
Editorial image of a financial-planning conversation
15 years of collective experience in the German market.
Contact request

How can we help?

Enter your details and tell us what you would like to resolve. The team will review your request and contact you to arrange the conversation.

Your data is stored privately and used only to respond to this request.
What happens next

Clarity before any decision.

01

We review the question

We discuss your goal, your current situation and the questions you have today.

02

We give you direction

We identify what needs attention first and what information would be needed for a closer look.

03

You choose

The conversation does not oblige you to purchase anything. If continuing makes sense, we explain the scope and next steps.

Before you start

Questions worth answering from the start.

Transparency also means knowing what to expect from the conversation, the tools and the process.

Legal information
01Is the first conversation really free?

Yes. It helps us understand your question, order your priorities and determine whether AORAES can help. It does not oblige you to purchase anything.

02Do I need to be a client or register to use the tools?

No. You can use the self-assessment, 30·30·30·10 budget and retirement tool without registering. An account is only needed to save results or download selected reports.

03Which documents do I need to prepare?

None for the initial conversation. If you later want to go deeper, the advisor will request only the information needed for your case.

04Is advice available in English?

Explanation and support are available in English. Applicable contractual and legal documents may be provided in German.

05Who reviews my request?

The AORAES team reviews the topic, assigns a suitable advisor and contacts you to arrange a time.

06How is AORAES remunerated?

The initial conversation is free. When a product is arranged, the advisor may receive a commission from the provider. The applicable remuneration is explained before any purchase.