Investment & ProtectionHealth CareReal EstateIndividual Seminars

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

Meet the Team

The Swiss Life Select Expats Team is a group of motivated and skilled Financial Consultants, we all have our personal story and Expat Background. Meet us in the free Online Seminars and in the 1:1 Consultation

OUR VISION

Imagine a world where everyone lives self-determined.

OUR MISSION

With our holistic financial planning, we assume social responsibility, provide clarity, create confidence and support people in arriving in life.
In this way, we help as many people as possible in Germany to lead a self-determined life.

Marcel Plum

Marcel Plum

Founder
  • Banking (1996 – 2012)
  • Projektmanager (2001 – 2012)
  • Manager (2006 -2012)
  • Founder / Real Estate Broker (2010-2015)
  • Founder German Sherpa (2015-)
  • Financial Consultant (2016-) IHK §34c,d,f,i
  • Founder Swiss Life Select Expat Team (2020-)

In 2001 I started working as a business analyst and interface between Sales and IT – so I met the first colleagues from India at that time. I was very interested in different cultures and still willing to learn about.In 2005 the Bank I was working for decided to send me to Singapore for a software project – that was my first experience being an expat myself.

When I came back to Germany I quickly realized, that in terms of hospitality Germany is still not a “developed country” – so I started to solve that gap within my small world.

In the meantime this became my passion and also profession, and the world is getting bigger every day…

Look forward to meet you in one of our Seminars or in a 1:1 consultation.

  • Worked in international IT and project teams since 2001
  • Lived & worked in Singapore
  • my family
  • my dog
  • my job
  • my Soccer Team: Fortuna Düsseldorf
  • BBQ
  • crafting and build something

Welcome! This is our dedicated Team. Did we say that we would love to work with you? So dont be shy, get in touch!

Personal Assistants to Marcel

Sabine Havers

Sabine Havers

Personal Assistant to Marcel Plum (Maternity Leave)
  • German Teacher
  • my family
  • handball
  • my Soccer Team: FC Bayern München
Nils Hendrik Bavendiek

Nils Hendrik Bavendiek

Assistant to Marcel Plum
  • Apprentice Swiss Life Select (2020-)
  • tennis
  • politics
Aryan Trivedi

Aryan Trivedi

Assistant to Marcel Plum
Alexander Meisolle

Alexander Meisolle

Project Manager Social Media & Marketing

Our Team of Financial Consultants

Birgit Schwamborn (Bridget)

Birgit Schwamborn (Bridget)

Financial Consultant & Health Care Specialist
  • Financial Consultant
  • Graduated from high school in 2000
  • trained as an insurance saleswoman at DKV
  • studied business administration while working
  • joined Swiss Life Select in 2010.

it is simply a nice task to support people who choose my home country as their new home and to give them the feeling that they are not alone here,

to have a contact person and help them to arrive here.

  • sports
  • traveling,
  • cooking/baking
  • FC Köln fan
Florian Hofmann

Florian Hofmann

Financial Consultant & Investment Specialist
  • Financial Consultant

I lived in Canada and Spain.

Peer Steen

Peer Steen

Team Lead (Bonn)
  • Financial Consultant
  • Team Lead Team Bonn

I lived in Canada and Spain.

  • horse riding tournaments
  • travel
Michael Beuthel

Michael Beuthel

Financial Consultant
  • Financial Consultant
  • Trainer for new Financial Consultants (IHK)

I lived in the US

  • I lived in the US
  • Baseball
  • Piano
Niklas Hauschild

Niklas Hauschild

Financial Consultant
  • Financial Consultant

My brother is a Team Manager in the company and Marcel asked me to join the expat team.

  • I have Polish roots, I am the first generation born in Germany in my family.
  • Fortuna Düsseldorf
Dante Sidore

Dante Sidore

Financial Consultant
  • Financial Consultant

I have an US Background and came with my parents to Germany. So I know how it feels to be an Expat in Germany.

  • Born and raised in the US
  • Moved to Germany in 2010
  • Graduated from an international School
  • ice hockey
Anna Buchczyk

Anna Buchczyk

Financial Consultant
  • Financial Consultant

I lived and studied in Spain.

Michael Borgmann

Michael Borgmann

Financial Consultant
  • Financial Consultant
Aman Kapoor

Aman Kapoor

Financial Consultant
  • Financial Consultant
  • Bachelor of Science Business Informatics (since 2019)
  • Junior SAP Consultant (2019-2021)

At the beginning of my work as a financial advisor, I met many people who did not have much information about finances and legal terms in Germany, even as a native German.

When I started contacting the first expats, I noticed that many of them had problems with their finances. They were looking for the right support, the right person to help each of them to live independently in Germany.

So I started specialising in expats. To give those who were afraid of finances and legal regulations the opportunity to find the right contact person in a relaxed way.

  • Worked as SAP Consultant in international project teams and clients since 2019
  • Now working with Expats
Moosa Mirza

Moosa Mirza

Financial Consultant
  • Financial Consultant

Our Homeloan Specialists

Frederic Zoghbi

Frederic Zoghbi

Home Loan Specialist
  • Financial Consultant
  • Home Loan Specialist
  • I have roots in Libanon.
Henrik Hölscher

Henrik Hölscher

Home Loan Specialist
  • Financial Consultant
  • Home Loan Specialist

Our Capital Investment in Real Estate Specialists

Martin Kramer

Martin Kramer

Capital Investment Manager (Real Estate)
  • Manager Capital Investment in Real Estate
  • I live in Austria
  • travel
Dirk Ludwig

Dirk Ludwig

Capital Investment Specialist (Real Estate)
  • Franchise partner for SLS
  • Kanzleileiter
  • Spezialist für Kapitalanlage-Immobilien
  • M.F. (USA) und Diplom (TU München)
  • Financial Consultant (2001-) IHK §34c,d,f,i
  • When I started working in the USA I had to look after the finances all by myself and was unsure if I took the right approach.
  • When I came back a lot of expats have been referred to me as new clients facing the same questions.
  • My mission is to not only provide the best advice on the market but also help my clients become financially free with a safe approach to be able to focus on what they really love
  • I have lived in the USA for two times one year, worked there and got a Master´s degree from the Yale university
  • Global network of friends and business partners
  • Mountaineering, Rock climbing, Skiing
  • Family
  • Travel the world