Vision & Mission
Becoming the go-to financial advisors for expats with thriving aspirations in Germany. Supporting them regarding saving taxes, thorough financial planning, securing their situations, profitable investments, means to fund their plans of real estate properties, and their individual economic goals.
We from Formaxx for expats have made it to our mission, to provide high quality, objective and professional financial advising services to qualified foreign residents in Germany.
Our Expertise
As performance-oriented advisors, we cater our services to high-achieving individuals who desire to know all the tools available on the table to achieve financial success in their particular situation. Hence, we perform the objective, science-oriented and measurable DIN-Norm 77230 analysis for private households. We base our selection criteria for financial products on the neutral consumer protection organizations. Finally, we are officially certified and licensed by the German Chamber of Industry and Commerce: §34c Loans/Credits, §34d Insurances, §34f Mutual Fund and §34i Mortgage and Real Estate Brokership.
Our Expats Seminars
Through our platform in Meetup.com and Eventbrite, we perform the valuable Expats Seminars on Finance free of charge: Financial Education, Tax-Saving, and Subsidies. Subsequently, we go in depth into your individual questions and needs in our specialized 1:1 session.
On demand we can also deliver our educational seminars live in front of your personnel or in a general online conference 100% free of charge.
Our Partners
In our quality of fiduciary brokers, we access, screen and cherry-pick the best matches for financial products from our partners in the areas of:
Investments in capital markets Fidelity, Franklin Templeton, BlackRock, Morgan Stanley, DWS and many more;
Material Insurances: Adam Riese, VHV, Ammerländer and many more;
Health Insurances: Continentale, die Hallesche, Signal Iduna and many more;
Life-insurances: Allianz, AXA, Nürnberger, LV1871 and many more;
Real Estate: Conversio Immobilien.
Who-Finance Reviews
Satisfied clients happily review us in each of our Who Finance profiles and refer us to their friends, family and colleagues based on their positive experiences. Take a look at their opinions on: