Investment & ProtectionHealth CareReal EstateIndividual Seminars

We are here - to make your life in Germany easier.

Financial Consultation for Expats

Basic Insurance packageHealth Care for StudentsStart your InvestmentsProtect your future life

The first choice for your finances in Germany - also for Students.

Financial Consultation for Expats

Set up your goalsHolistic ConsultationBest Select ApproachGuidance from Locals

We have one goal - to make you feel home in Germany!

Financial Consultation for Expats

Specific Solutions for FamiliesTerm Life InsuranceIncome ProtectionKids Saving Plans

Things can be so easy - with the right partner for your finances!

Financial Consultation for Expats

Investment & ProtectionHealth CareReal EstateIndividual Seminars

Our passion is to make your life in Germany easier!

Financial Consultation for Expats

Investment & ProtectionHealth CareReal EstateIndividual Seminars

We are here for you - face to face and digital - whenever you need us.

Financial Consultation for Expats

Specialists GuidanceOver 25 years of ExperienceIntercultural UnderstandingOver 160 Product Partners

Financial Consulting for Expats in Germany - The Original since 2016

Financial Consultation for Expats

Protecting your KidsAccident Insurance for KidsSaving Plans for KidsReady for the next Generation

Kids - you never know what they do next - Let's protect their future together.

Financial Consultation for Expats

Plan your Retirement AgeCare SolutionsReal Estate InvestmentsPlan your better Future

Your No. 1 partner for a propper retirement planning in Germany.

Financial Consultation for Expats

Ready for your Real Estate?Become a home ownerReal Estate as passive IncomeHomeloan for Bluecard

We support you to become a real estate Owner in Germany - even with a blue card.

Financial Consultation for Expats

We are improving every day…

We know how it feels to be an Expat and we love to experience different people from diferent cultures.

As we always want to improve and learn we really appreciate your valuable feedback.

What people who have worked with us have to say

We are living in Germany since 5 years and wanted to get an idea about important Expat insurances that are required.
We got in contact with Marcel and his explanation was simple and outstanding. It really helped us a lot in meeting our requirements.
We would certainly recommend Marcel Plum via the Swiss Life Select.

I consider Marcel to be a trusted expert in the areas of insurance and finance. I have repeatedly taken advice from him on multiple topics for over 3 years now and am absolutely satisfied. Marcel is easily approachable, open in communication, and truly interested in understanding the real need of his clients. I enjoy our interactions also on a personal level and feel comfortable recommending his services further.

He is great. You can easily trust him and go for his advice.

Very professional and clear about the policies and also very helpful in suggesting what is needed with necessary examples.

He was really patient with us, explained us everything really nicely. I would recommend him to my friends.

Thanks Marcel.
You have great understanding and advising expats.
Would highly recommend you

Marcel has deep knowledge about public and private health insurances. He could clearly articulate the difference between the two and which one would be most economical and beneficial. He also exposed us to various social and tax benefit programs which most expats are unaware off. He also guided us precisely in choosing the right set of insurances which are needed to live stress free in Germany. He speaks fantastic English and works round the clock to support its clients. I would highly recommend him

I was fortunate to work with Marcel.
Some of the highlights:
1) He doesn’t force you to buy products from him.
2) Do your market research and if you have counter arguments, he addresses them and finds a rationale / solution
3) He is flexible and available to you
4) Online consultation is possible (and is better).

Download section

Goal Planning Sheet

Booklet Core Seminar

Booklet Health Care Seminar

Booklet Real Estate Seminar

Important Forms

Important Links

Business Section

Multi Consulting Approach for Business