Wealth
Robust investing and retirement planning, with unsettled times in mind.
- Robust portfolio design
- Robust retirement planning
- Quality Value as an investment mindset
Prepared for storms. Open to opportunity.
Robust investing, well-thought-out retirement planning and a Generationenwerk (planning ahead across generations) that supports families. Honest, individual and on equal terms.
Book a free initial call, opens the appointment booking in a new tab
Prefer the phone? +49 171 210 70 06
Thirty minutes, free of charge and without obligation.
How I support you
Two areas, one goal: decisions you can stand behind.
Generationenwerk
Clarity for the worst case and for those who come after you.
- Clarify your wishes and values for the worst case
- Gain an overview of your assets and estate
- Gifting and inheritance: think through the financial side
How I work
I set you up so that you can manage well without me. If you wish, I stay on anyway.
Robust rather than clever
Nobody knows the next black swan. That is why planning allows for setbacks while still leaving room for opportunities. The mindset behind this is called Quality Value: quality, a reasonable price and patience.
Understanding rather than dependence
Every conversation should make you wiser. I explain how things fit together so that you can decide for yourself and do not have to rely on me.
Integrity and fairness
Win-win or no deal. I tell you what I recommend and why, and also what I do not recommend to you.
The free initial call
We get to know each other and look together at where you stand. You go home with a first assessment, no matter whether we work together afterwards or not.
Choose a time
You pick a time online that suits you.
Getting to know each other
Thirty minutes in which you tell me what is on your mind, and I listen and put it into context.
Decide
Afterwards you decide in your own time whether and how we continue working together. Without obligation.
Book a free initial call, opens the appointment booking in a new tab
Free of charge and without obligation.
Listen first, then calculate.
I listen first and ask what matters most to you. Only then do I talk about numbers, options and limits. By the end, you should understand what you are deciding and feel at ease with it.
More about meWhat clients say.
Feedback from people who have worked with Jannik Conrady. Names are abbreviated; omissions are marked […].
All reviews on GoogleSimply outstanding! The best client advisory you can imagine: a trusted right hand. He works with great sensitivity for the best individual result. Anyone looking for financial advice whose goal is to find what the client truly needs is exactly right with Jannik.
Exchanging thoughts with Jannik is a pleasure, and I can warmly recommend working with him. Every meeting is a genuine dialogue, and I leave feeling enriched, encouraged and uplifted. I especially value the way he explains his world of financial instruments: in simple words, with calm, patience and care.
I cannot emphasize enough how grateful I am for working with him. His competence and experience in finance, career and advisory are impressive. Thank you, Jannik, you simply rock!
Jannik presented financial options to me in an easily understandable way. He is very transparent and tailored his advice to my family situation. Highly recommended!
Jannik convinces through open, honest advice tailored to the situation. […] He is excellently prepared for every session, while remaining flexible and open to any question.
Jannik has a truly beautiful, holistic approach […]. He knows how to work flexibly on whatever matters most right now.
Financial advice from Jannik means I can show up with all the important topics of my life and feel seen.
I had been contacted by three different advisors before, and Jannik was the first to convince me. […] Jannik offers tailored solutions that match each client's needs: transparent and honest.
My scope
I advise exclusively within the scope of my qualifications and statutory requirements. Legal advice and tax advice belong in the hands of lawyers, notaries and tax advisors. If a topic goes beyond that, I say so openly and refer you to suitable specialists.
The content of this website is general information and does not replace individual advice. Capital investments involve risks, up to and including the loss of the capital invested.
Let's talk.
In a free initial call we get to know each other and discuss where you stand and which next steps may make sense for you.