Vision & Mission
We want to be the trusted financial advisors for people from other countries who live in Germany and have big plans. We help them save money on taxes, make clear plans for their money, protect their finances, find good investments that earn profit, find ways to pay for buying real estate (houses or apartments), and reach their personal money goals.
We at Formaxx for expats have made it our mission to offer clear, fair, and professional financial advice to qualified people from other countries living in Germany.
Our Expertise
As advisors focused on good results, we offer our services to successful people who want to know all the options to reach financial success in their situation. Therefore, we use the objective, science-based, and measurable DIN-Norm 77230 analysis for private households (this is a standard way to check your financial situation). We choose financial products based on the recommendations of neutral consumer protection groups (these groups help protect customers). Finally, we are officially certified and licensed by the German Chamber of Industry and Commerce for loans and credits (§34c), insurances (§34d), mutual funds (§34f), and mortgage and real estate brokerage (§34i).
Our Expats Seminars
Through our platform on Meetup.com and Eventbrite, we offer free seminars for expats about money topics: financial education (learning about money), saving taxes, and government help (subsidies). After the seminars, we take time to answer your personal questions and talk about your needs in private one-on-one sessions.
If you want, we can also give our educational seminars live in front of your staff or in an online meeting. This service is completely free of charge.
Our Partners
As trusted brokers, we carefully select the best financial products from our partners in the following areas:
Investments in capital markets We work with well-known companies like Fidelity, Franklin Templeton, BlackRock, Morgan Stanley, DWS, and many others.
Material Insurances: We also work with companies like Adam Riese, VHV, Ammerländer, and many others.
Health Insurances: We also cooperate with companies such as Continentale, die Hallesche, Signal Iduna, and many others.
Life-insurances: We also work with companies like Allianz, AXA, Nürnberger, LV1871, and many others.
Real Estate: We also work with Conversio Immobilien, a company that helps with buying and selling real estate (houses and apartments).
Who-Finance Reviews
Our satisfied clients leave positive reviews on all our Who Finance profiles. They also recommend us to their friends, family, and colleagues because of their good experiences. You can read their opinions on: