You are unsure which insurance policies are essential and which are secondary.
← All solutionsPath 03 · Insurance
Protect first what your own savings could not replace.
It is not about accumulating policies. We identify the risks that could change your financial life and check whether your current cover reflects your reality in Germany.
This path may be right for you if…
You recognise one of these situations.
Your work, family, housing or income has changed.
You have policies but do not know exactly what they cover or cost.
Before any recommendation
What we put on the table.
The scope adapts to your case. These are the four dimensions we usually need to connect.
Basic protection
Personal liability and basic household risks.
Income
What happens if you can no longer work in your profession.
Family
Financial dependants, health and survivor protection.
Contracts
Cover, exclusions, costs and potential duplication.
Outcome of the initial consultationNot a rushed decision.
Not a rushed decision.
A next step you understand.
- A map of priority risks
- Cover explained in clear English
- Gaps and duplication identified
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