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.

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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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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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.

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.
Next

Individual financial strategy
Together we create an individual, targeted strategy that is tailored exactly to you.
Let's get started
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.
Learn more about meTrust that counts. Real voices of satisfied clients.
Frequently Asked Questions
The consultation itself is free of charge for you for life. For the detailed financial analysis, there is only a one-time protection fee of €86.40. This secures you a comprehensive evaluation of your financial situation.
Best of all: If we cannot improve your household finances by at least €100 per year, you will, of course, get your money back thanks to our money-back guarantee.
After booking your appointment, we meet either in person or online. I take the time to understand your situation, review your documents, and discuss possible optimizations with you in a transparent way.
For anyone seeking clarity about their protection, whether career starters, families, self-employed individuals, or those close to retirement. My goal is to make your finances simple and easy to understand.
Yes! If you recommend me to a friend, acquaintance, or family member and a new household becomes a client, I will thank you with a €50 voucher. Because your recommendation is for me the greatest sign of trust and the best recognition of my work.
No, I objectively check whether your current contracts are still up-to-date and suitable. You decide for yourself whether you want to make adjustments or switch providers.
Yes, based on your life situation and goals, I only recommend those insurances that are really necessary, completely without any sales pressure.
Let’s shape your financial future together.
📩 Direct contact: sinisa.miskovic@telis-finanz.de