Our Financial Services for Expats in Germany
Financial Advisory
Asset Management
Credit Intermediation
Insurance Services
Investment Banking
Pension Administration
Let FinXpat simplify your retirement planning journey. We manage both employer-sponsored plans and individual pension accounts, ensuring seamless future financial security for you in Germany.
Long-Term Relationship Management
Partner with us for a strong and enduring financial relationship. Our support ensures your long-term financial goals are achieved, adapting to changes along the way to secure your financial future in Germany.
Annual Service Reviews
Keep your financial plan optimized with FinXpat’s annual service reviews. We assess your investments, review goals, and make necessary adjustments to ensure you stay on track towards financial success in Germany.
Free Financial Consultation in Germany
Get personalized insights and guidance on investments, retirement planning, and more with FinXpat’s complimentary consultation services. Take advantage of this no-cost opportunity to secure your financial future with our experienced team.
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FinXpat is a financial consultancy specializing in comprehensive financial solutions tailored specifically for expats in Germany. We serve international professionals—such as engineers, entrepreneurs, and corporate employees—offering expertise in retirement planning, insurance, asset management, mortgages, and private healthcare.
Our offerings include a full suite of services, including:
Wealth & Asset Management – portfolio selection, risk management, performance reporting
Retirement & Pension Plans – Rürup, company pension schemes, private pensions
Income Protection – occupational disability, dread disease, risk life insurance
Housing & Loan Services – mortgages, private loans, home savings contracts
Healthcare – private medical, dental, hospital supplemental, daily sickness allowance
Personal & Asset Insurance – liability, household, car, building, legal, accident insurance
Yes! All our advisors are English-speaking and understand the challenges expats face. We could also offer support in Hindi. We ensure clear and supportive communication during consultations and paperwork.
Initial Appointment – A free introductory session to assess your needs and goals
Personalized Workshop – Deep-dive sessions to build your tailored financial plan
Implementation – We support you through account setups, application paperwork, and ongoing adjustments
Deep expertise solely focused on expats in Germany
A wide portfolio of products across insurance, pension, mortgages, real estate, and investments
Transparent and personalized service delivered by English-speaking advisors
Yes—a special “Real Estate Seminar” for expats looking to buy property in Germany, plus our flagship Handbook for Expats—a comprehensive guide to life and financial planning in Germany
What our customers say
