OUR EXPERTISE

Assessment of Real Estate Acquisition Potential and Budgetary Constraints, Including Documentation Preparation
Loan Selection from a Network of Over 400 Affiliated Banks
Management of Mortgage Transactions
Formulation of Strategies for Early Loan Repayment
Refinancing of Existing Loans
Financing for Renovations, Repairs, and Solar Panel Installations

Projected State Pension Calculation
Leveraging Government Grants and Tax Efficiency for Additional Pension Fund Accumulation
Customization and Implementation of Private Pension Agreements
Children’s Savings Plan Management

Financial Acumen: Commanding Your Future

For a stable and confident future while residing in Germany, it's important to observe these fundamental financial practices:

Family Budget Analysis

Existing Contracts Review

Comprehensive Strategy Development

Finalization of Essential Financial and Insurance Contracts

Ongoing Client Support

Gathering Feedback and Recommendations

Alexander Uzhakov

Certified Wealth Advisor, Financial Investment Professional (Economist Diploma, § 34d, c, f Abs. 7 GewO)

- Over 15 years of experience in finance.
- Spent 12 years at the Central Bank focusing on inspection and supervision.
- In Germany since 2016, previously employed at DZ Bank (Stuttgart).
- Engaged in financial consulting since 12/2018.
- Holds a degree from a Finance University and a diploma from the Vermögensberater Akademie in Germany