Contact

What you can contact us about

Most clients contact us because they want a plan that connects the dots—cash flow, taxes, investing, pension structure, and risk management—so decisions don’t happen in isolation. Finanz2Go supports expats and internationals in Germany with independent, structured guidance and a long-term view.

Typical topics include:

• Investing & portfolio strategy: building an ETF strategy, structuring a long-term portfolio, or reviewing an existing setup. Start here: Investment Consulting, Asset Management in Germany, ETF Investing for Expats, and Investing in Germany for Expats.
• Wealth management: coordinating financial planning, investment strategy, and long-term goals—especially if your situation is international or complex. See: Wealth Management, Private Wealth Management for Expats, Private Wealth Management in Germany (2026), and Private Banking vs Independent Advisor.
• Pension & retirement planning: understanding your pension options, closing a pension gap, or coordinating private and public retirement pillars. Start with: Pension Consulting, Retirement Planning, Retirement Planning for Expats, and Pension Optimization.
• Insurance decisions: making sense of German insurance choices (health insurance, disability protection, and more) and deciding what coverage fits your situation. See: Insurance Consulting, Public vs Private Health Insurance, Public vs Private Health Insurance (2026), and Disability Insurance (BU) Explained.
• Tax efficiency & long-term structure: understanding how German taxes impact investing decisions and how to structure your plan over time. Helpful resources include: Taxes on Investments in Germany, Tax on Capital Gains in Germany, Tax on ETFs in Germany (UK investors), and Income Tax in Germany (2026).

Not sure which topic fits you? That’s completely normal. Just send a short message with your current situation and your goal. We’ll help you choose the best next step.

How to write an effective first message

You don’t need to write a long email. A few details help us understand your starting point and reply more precisely. If you include some of the points below, we can usually provide a clearer initial response:

• Your goal: investing, pension planning, insurance decision, or a combined plan.
• Your timeline: 3–5 years, 10+ years, or retirement-focused.
• Your current setup: savings, ETF/stock portfolio, pension products, or insurance contracts (rough overview is enough).
• Constraints: US-person status, ethical focus, halal constraints, or employer-related pension rules.
• Risk comfort: conservative, balanced, or growth (or simply “not sure”).

If you want a practical starting point before contacting us, these guides are a good foundation: How to Invest in Germany (2026 Guide), ETF Savings Plan Explained, and ETF Portfolio Strategy (2026).

Our approach: clarity, structure, and independence

Many people contact us after receiving advice that felt product-driven or unclear. Our work is structured and strategy-led. We focus on building a plan that fits your goals, your constraints, and your long-term horizon.

If you’d like to understand how we work in more detail, see the Consulting Process. If you’re comparing advisory options, these pages are often helpful: Neobroker vs Finanz2Go and Fees.

If you want to explore the research behind long-term strategy decisions, visit Research and articles like Global Diversification & Temporal Correlation, Dynamic Risk in Long-Term Investment, and Inflation Resilience & Real Wealth Dynamics.

Helpful tools & calculators

Prefer to run a quick self-check first? Our calculators help you get clarity on targets, risk, and retirement gaps. You can explore all tools here: Tools.

• Investment Goal Calculator
• Portfolio Risk Calculator
• ETF Saving Plan Calculator
• Pension Gap Calculator

If you’re working through pension planning, you may also find these useful: Pension Forecast, Mind the Pension Gap, and State vs Private Pension.

Browse by topic

If you want to explore content by category, these topic hubs provide a clean overview:

• Wealth Management
• Investment Consulting
• Pension Consulting
• Insurance Consulting
• Expat Finance
• Financial Planning
• Sustainable Investing
• ETF Investing
• Health Insurance
• Disability Insurance

You can also explore our broader hub pages: Topics and Financial Hub for Expats.

Berlin & Munich

We work with clients across Germany and internationally. If you’re based in a major city and want a location-specific overview, you may find these pages helpful: Financial Advisor Berlin and Financial Advisor Munich.

When you contact us, it helps to mention where you’re based and whether you plan to stay in Germany long-term. This can influence pension planning, portability, and tax considerations.

Common questions (quick links)

If you want fast answers first, these pages cover many common questions: FAQs, How is your consulting process?, What does a financial advisor in Germany do?, and How to find a trustworthy advisor.

If you’d like to see what other expats experienced, visit What other expats say about us. For high-level orientation, you can also read Financial Consulting in Germany.

Send your message

Use the contact form on this page to send your message. If you keep it short, that’s fine—tell us your goal and your timeline. We’ll reply with suggested next steps and what information would be helpful for a first structured conversation.

Example subject lines:

• “ETF plan in Germany: starting from scratch”
• “Portfolio review + tax efficiency”
• “Pension planning: close my pension gap”
• “Health insurance decision: public vs private”
• “Ethical / sustainable investing constraints”

If you want to explore relevant service pages before sending your message, start here: Investment Consulting, Pension Consulting, Insurance Consulting, and Wealth Management.