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Financial Consultation for Expats

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

Set up your goalsHolistic ConsultationBest Select ApproachGuidance from Locals

Financial Consultation for Expats

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

Specialists GuidanceOver 25 years of ExperienceIntercultural UnderstandingOver 160 Product Partners

Financial Consultation for Expats

Financial Consulting for Expats in Germany - The Original since 2016

2016

the story of
Swiss Life Select Expats
started…

After a few random attempts and initial 1:1 consultations with international clients, the first “structured” approach of Financial Consulting Sessions for Expats started in May 2018. In response to an initial Facebook post, around 60 people signed up to take part in a live seminar in Düsseldorf.

Everything was redesigned in terms of content, as the information needs for expats differed greatly from the topics for locals.

The rest is history – in the following 2 years, we organised 45 face-to-face seminars in different cities and over 220 free online seminars, as well as numerous sports and cultural sponsorships. In total, well over 5000 participants have taken part in the Swiss Life Select Expats journey in our seminars so far – when will you be joining us?

5000

participants and most of them, satisfied and happy expat clients.

“Do you know someone I can trust with my finances and who can advise me in English?”

When Marcel was asked this question in May 2018 by one of his guests in one of his 23 AirBnB flats, the answer was clear to him:

Yes – me!

At that moment, the idea of a structured financial advisory service for expats in Germany was born.

What started as a one man show developed continuously and sustainably – via “German Sherpa Financial Consulting for Expats Initiative”, which eventually became the Swiss Life Select Expats Team.




Who we are




We are a team of dedicated financial advisors and specialists with different cultural backgrounds.
Some of us are expats ourselves, others have a German background but have lived abroad.
As different as our backgrounds and experiences are, we have one thing in common that unites us: Our passion to help expats in Germany achieve their financial goals and make their lives in Germany easier.



Some Client Feedback

Meet our Team

Our locactions

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1

Aachen

2

Düsseldorf

3

Köln

4

Bonn

5

Dortmund

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Stuttgart

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Frankfurt

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Berlin

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Freising

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Freiburg