Financial advice with clarity and trust.

As an independent financial advisor, I help you structure your finances clearly, make safe decisions, and achieve your goals.

Independent. Personal. 100% tailor-made.
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More than 700 families have already placed their trust in me.

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Services

Your goals. My expertise.

Individual financial solutions for every life situation, transparent, reliable, and tailored to your needs.

Financial Planning & Wealth Building

Strategic planning for long-term wealth creation.

I help you achieve your financial goals strategically with a personalized plan that fits your life.

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Finanzplanung services, finance advisor with two people
Absicherung services, finance advisor with a family

Protection & Risk Management

Security in every situation in life.

Whether it’s family, career, or property, I analyze your risks and develop tailor-made protection concepts to ensure your security.

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Retirement Planning & Pension Strategy

Plan wisely today, live worry-free tomorrow.

With a cleverly planned retirement provision, I open up the freedom for you to enjoy your retirement in a relaxed way, full of security, quality of life, and without financial worries.

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Altersvorsorge services, finance advisor with two elderly people
Investment services, two finance advisors

Investment Advisory

Identifying opportunities, creating value.

Whether ETFs, real estate, or stocks. I show you individual investment opportunities, develop a clear strategy, and support you with transparent, reliable advice.

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Services

Your Path to Financial Clarity – Step by Step

This is how I accompany you with clear steps from the initial analysis to a tailor-made strategy.

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Non-binding initial consultation

Get to know us: In just 15 minutes, I will show you our system and how you can benefit from our service, free of charge and without obligation.

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Analysis of your financial situation

We review your current financial position to identify opportunities and potential.

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Individual financial strategy

Together we create an individual, targeted strategy that is tailored exactly to you.

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ABOUT ME

Trust. Experience. Results.
Financial advice that makes a difference.

With five years of experience in financial consulting, I support my clients in gaining financial security and orientation. Every person and every situation is unique, that’s why I design my advice to be personal, transparent, and always aligned with your goals.

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Trust that counts. Real voices of satisfied clients.

dr. obrenovic

Clear diagnoses – also in financial matters

“As a doctor, I know the value of clear diagnoses and honest advice – and that’s exactly what I find with Sinisa in financial matters. His fair, transparent approach gives me the same trust that my patients place in me.”

Dr. Dejan Obrenović

Specialist doctor & long-term client
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“Advice that builds trust”

“With Sinisa, I feel completely supported in all financial matters. His advice is holistic, transparent, and fair – it gives me clarity and confidence in my decisions.”

Florentina Georgiana Aelenei

Production employee
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“Perfect advice for private and business clients”

Best solutions and valuable tips for private and business customers, along with an uncomplicated and very pleasant collaboration!

Miroslav Spoljaric

Hotel and restaurant owner “Zum Waldstein”, Weißenstadt
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FAQ'S

Frequently Asked Questions

Find answers to the most common questions about my financial consulting services.
Still have questions? I’ll be happy to answer them personally.
Book your free initial consultation
How much does the consultation cost?
How does the consultation work?
Who is this consultation suitable for?
Is there a referral bonus if I recommend you?
Do I have to cancel my existing contracts?
Will I also receive new recommendations?
CONTACT

Let’s shape your financial future together.

Do you have questions about insurance, contracts, or simply want clarity in your financial planning? I help you find the right solutions, objectively, independently, and transparently. Easily book an initial consultation or write to me directly.

📩 Direct contact:
📞 Or arrange a personal online meeting
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