Do You want a financially secure future and a high quality of life, but don't know how to start this project it?
The good news is:
It's never too late for effective financial planning and never too early to make provisions for the future.
The only right time to act is NOW.
My clients often express the following concerns when it comes to their financial planning:
Will I be able to maintain my standard of living in retirement since my state pension will likely be insufficient?
I am worried that I might be financially dependent on others in old age and thus reliant on their help.
I feel overwhelmed by the numerous options and the complexity of the German tax system, which makes it difficult for me to make clear decisions.
I lack the courage, time, or consistency to deal with themes related to my private retirement planning, wealth accumulation and income protection.
I receive conflicting advice and often feel lost when it comes to understanding and implementing measures for my financial future.
Stell Dir vor, Du hast das alles bereits erreicht:
Dein Vermögen wächst von selbst,
ohne dass Du ständig daran denken oder aktiv eingreifen musst.
Dein Lebensstandard im Ruhestand ist gesichert.
Du weißt genau, dass Dein finanzieller Plan aufgeht.
Du zahlst weniger Steuern,
weil Dein Geld für Dich arbeitet, anstatt ans Finanzamt zu gehen.
Unerwartete Krisen werfen Dich nicht aus der Bahn,
egal ob Krankheit, Jobwechsel oder wirtschaftliche Veränderungen.
Du kannst endlich entspannt mit Deinem Geld umgehen,
weil Du eine klare Strategie hast, die sich an Dein Leben anpasst.
In Our Collaboration
I will help You fulfill Your dreams of a prosperous life free from financial or health worries. I guide and support You in facing any future challenges with confidence.
Together we will develop individual solutions that optimally support Your professional and personal goals. We will create a sustainable plan for Your wealth accumulation and an attractive retirement provision.
Using a Multi-Step Consultation Process for a
Well-Informed Long-Term Decision
1.
Initial Consultation
We clarify Your goals, wishes and expectations.
2.
Collection of Relevant Data
We collect information about Your current financial situation.
3.
Analysis of the Current Situation
We evaluate how well Your existing financial solutions support Your goals and identify areas for optimization.
4.
Initial Consultation
We clarify Your goals, wishes and expectations.
5.
Collection of Relevant Data
We collect information about Your current financial situation.
6.
Analysis of the Current Situation
We evaluate how well Your existing financial solutions support Your goals and identify areas for optimization.
With financial freedom, You enjoy a higher quality of life – fewer worries about money, more opportunities for health care and leisure activities, and a less stressful life.
Both now and in retirement.
Feedback from Our Satisfied Clients
L
Lazar
Ich habe bereits mehrere Dienstleistungen von Team Shevsache GmbH in Anspruch genommen und bin durchweg begeistert. Das Team ist äußerst kompetent, agil und sehr entgegenkommend. Sie nehmen sich die Zeit, individuelle Lösungen zu finden und stehen jederzeit mit wertvollen Ratschlägen zur Seite. Die Kommunikation ist effizient und professionell, und ich hatte stets das Gefühl, in den besten Händen zu sein.
Wer einen zuverlässigen und versierten Finanzberater sucht, ist hier genau richtig. Klare Empfehlung!
03.2025
S
Sarah E.
The process to switch to PKV was easy, smooth, and thorough. I would definitely recommend working with her, especially when you are a foreigner, you want answers, and need someone patient and diligent to help you. Nataliya took into account all my filters when coming up with the best proposal of private health insurance plans for my profile, current situation, and plans. The best part is that it was all in English and she explained to me more details about the German system during the process.
11.2023
Y
Ying
I am extremely grateful and satisfied with the service provided by Nataliya. From the very beginning—selecting the most suitable private insurance package for me, transitioning from public to private insurance, and handling reimbursements—she has always taken the time to thoroughly check everything and guide me through the process. She is undoubtedly trustworthy and patient. I highly recommend Nataliya's services to anyone considering switching from public to private insurance!
02.2025