DIE GUTE WAHL – THE GOOD CHOICE – Agency for Allfinanz Deutsche Vermögensberatung.
We are here for you, we provide you with professional support in your planning for the future: With the right concept, you are fully protected and can build your wealth step by step. Ask for an individual (no fee) consultation. We advise you competently and reliably, via online meetings.
Click the link to get access to our Bookings page:
Financial advice as comprehensive as your life with our All-Finance Concept. At the beginning of our consultation, there is always a detailed analysis of your financial situation and your wishes and goals. Based on this, we develop an individual wealth plan for you.
Our advice is cross-industry and takes into account all modern financial components. We accompany you throughout and can thus adapt your asset accumulation and your protection to changing life circumstances at any time. Everything you need from a single source.
Comprehensive provision for now and later
- Closing gaps in care: Retirement · Disability · Severe Illness · Survivors Insurance (Life cover)
- Securing state subsidies – Riester-Rente · Basis-Rente
- Company pension scheme
- Capital building life insurance – and Retirement income insurance
(unit-linked investment and conventional)
Well cared for in an emergency
- Private Health Insurance (Private Krankenvollversicherung)
- Supplementary Private Health (Private Krankenzusatzversicherung)
- Sickness Income Insurance (Private Krankentagegeldversicherung)
- Long-term Care Insurance (Private Pflegeversicherung)
- Travel Health Insurance (Private Auslandsreisekrankenversicherung)
- Public Health Insurance (BKK Linde)
Safety & Security with our Asset Protection Products
- Car Insurance (Kfz-Versicherung)
- Private Liability Insurance (Haftpflichtversicherung)
- Home and Contents Insurance (Hausratversicherung)
- Accident Insurance (Unfallversicherung)
- Legal Liability Insurance (Rechtsschutzversicherung)
- Building Insurance (Gebäudeversicherung)
- Business Insurances (Betriebsversicherung)
- Other extended asset protection insurances (Weitere Sachversicherungen)
From current accounts to credit cards, from fund savings to real estate financing. We bring the complete banking offer to your home:
- Current account
- Credit cards
- Investment funds and Savings Plans: Wealth Management· Guarantee funds · Property funds · Equity funds· Bond funds · Money Market funds · Gold and Silver
- Fixed-term deposits
- Home Savings (Bausparen)
- Financing – Real Estate Loans· Personal Loans · Modernisation/Renovation Loans
- Commercial / Business Financing and Leasing options
- Quotations for Electricity and Gas with 12 or 24-month pricing guarantee.
All financial matters are taken care of.
Our investment advice offers quality and security. That’s why we only recommend products from well-known companies in the banking and insurance industry.
In particular, with the strong premium partners Generali, DWS and Deutsche Bank get you tailor-made. Solutions that fit your wishes, ideas and goals.
Chad Joubert
Agency for Allfinanz Deutsche Vermögensberatung
Galgenfeld 12, 84171 Baierbach
Telefon 08705 4659111
Mobil 0176 55681909
E-Mail Chad.Joubert@allfinanz-dvag.de
Current information can be found on my website:
We also run a Financial Advisory Practice in South Africa.
As such, we can help you to manage your investments in South Africa as well as in Germany, this is very important, when it comes to your estate plan and settling of your estate, as we will be able to support your family during this time by being able to help settle your estate in both countries.
It can also be important to have someone that knows investments and insurances in both countries, to help protect and manage your wealth, since 2021, you need to be at least 3 years as a non-tax resident in SA before you can move your retirement money out of the country, we can help manage your investment up until that time and then assist with moving it over to Germany and investing it over here or if you want to buy a house in Germany, we can then help you to bring the money over to Germany and we can assist you with the bond on your new home here in Germany.
Should you not wish to move the money over, we can help manage your money up to and including during retirement, so that you only have one person that you need to speak to and deal with for your retirement income and ongoing investments.
Are you planning on moving back to SA?
We can assist you with putting all your insurances back in place in SA, we can also help you to restart your investments and retirement savings in SA.
You will need to get medical aid and possibly gap cover again in SA and we can assist you with that as and take you through the discussion around late joiner penalties that could be applied to your medical aid due to a number of year without recognized medical aid coverage.
Do you want to buy a house in SA, we can assist you with a mortgage in SA though one of the top 5 banks, via our partner @360
Click on the link below to access our App:
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