We Offer Free Comprehensive Advisory Service
Our Advantages:
Independence * Customized Solutions * Top Products * Tax Advantages
Compexx Finanz AG is an independent financial adviser to individuals in Germany. Our international team in Munich has specialized in providing customized solutions to English speaking clients. Whether you have just arrived or have lived here for a number of years, you can rely on us to work out a new financial plan for you or optimize your existing products to provide you with a comprehensive solution, tailored to your specific needs.
We offer top products and service in the following areas:
Insurances:
- Health insurance
- Critical illness/ dread disease insurance
- Life insurance
- Private liability insurance
- Home owners and Renter’s Property insurance
- Legal costs insurance
- Car insurance
Investment products and private pension plans
Real estate financing
Our Advantages:
Independence
We are an independent service provider. Our financial consultants choose the best from a large number of products and product providers on the market. We are not dependent on any company or its products. Our only priority: our clients, their financial needs and targets.
Customized Solutions and Service
Our paradigm: offering the optimal customized solution for our clients. We take time to analyze the individual client’s particular circumstances and to understand her/his financial needs and targets. Then we work out a comprehensive plan designed to secure the client’s life standard through risk management, real estate financing, capital accumulation, investment and pension planning.
Top Products
Our financial experts constantly screen the market and recommend top financial products for our portfolio. We have built reliable partnerships with leading banks, investment and insurance companies.
Taxes and State Assistance
The solutions we offer are optimized in terms of taxes and state assistance to ensure maximum financial advantages for our clients and ultimately help them achieve their financial goals. Which products offer tax benefits and/or state subventions? How does the investment tax, introduced in Germany on 01.Jan.2009 affect your investments? We help you answer these and many other questions which affect your finances.
Contact:
If you would like to be contacted in confidence, please send an enquiry to our International Team Coordinator Antonia Kovatchka, CFA, using the form below:
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Compexx Finanz AG
Landesdirektion München, Elsenheimerstr. 11, 80687 München
Tel.: 089 62 74 99 70, Fax: 089 62 74 99 62, Mobile 0174 20 56 501
Website: www.compexx-finanz.de
Contact:
Antonia Kovatchka, CFA
Permits and certifications:
Investments and financing
CFA Charterholder (international), Permit acc. to § 34 c GewO (German)
Erlaubnis nach § 34 c GewO, Landratsamt München, Mariahilfplatz 17, 81541 München, www.landkreis-muenchen.de
Insurance
Certified Insurance Agent, IHK Reg. No. D-RGFB-UWKTC-43
Permit acc. to §34 d Abs. 1 GewO
Geprüfte Versicherungsfachfrau IHK
Versicherungsvermittlerregister (www.vermittlerregister.info):
Antonia Stantcheva Raditcheva-Kovatchka, Registrierungs-Nr. D-RGFB-UWKTC-43, Erlaubnis nach §34 d Abs. 1 GewO
Aufsichtsbehörde: IHK für München und Oberbayern, Max-Joseph-Straße 2, 80333 München, www.muenchen.ihk.de
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