4.8 out of 5
Refer Friend. Get
rewarded.
Are you impressed with our service and the quality of our advice? Then feel free to recommend us to your friends and acquaintances!
Make sure your friends and clients experience the best service in Germany.
You've already witnessed our outstanding speed. Let your friends experience it too.
Our Referral Program
Invite friends, share your personal link, and earn exclusive rewards from vouchers to AirPods or even an iPhone
20 Referrals
Receive a pair of AirPods 4
Achieve 20 successful referrals and receive new AirPods 4 in addition to your referral bonus. Experience audio like never before and secure this exclusive benefit that will revolutionize your listening experience.
30 Referrals
Receive an IPhone Air 17 (256 GB)
If you make 30 successful referrals, you will receive an iPhone Air in addition to your referral bonus. It's the thinnest iPhone ever, with Pro Power.
10 Referrals
Receive a €100 Voucher
If you make 10 successful referrals, you will receive a €100 Amazon gift card in addition to your referral bonus. Treat yourself — whether it’s tech, fashion, or something for your home office.
HOW IT WORKS ?
Our Referal Porgramm - Explained
After you register, you’ll receive your personal referral link — simply share it with friends or colleagues who could benefit from our services. Every successful referral is tracked automatically, and once your contacts become clients, you’ll receive attractive rewards such as vouchers, AirPods, or even an iPhone.
Referrals
Receive for each referral 50€
Receive 50 € for each referral — directly added to your bonus. The more referrals you make, the higher your total reward!
1
You recommend us to friends and acquaintances.
If you know someone who is a coach, consultant, trainer, expert, or service provider who could also benefit from our support, simply share their contact details with us — even just their phone number is enough!
2
Free initial 15min call with your referral.
Someone from my team will reach out to the person you referred to find out if and how we can best help them. If it’s a good fit, we’ll schedule a free consultation appointment.
3
We gain a new client — and you get rewarded!
If your referral decides to become our client and signs a service agreement, we’ll credit your points and reward you accordingly.
Testimonial
No coincidence. That’s why
successful Indian families trust us
Our clients trust us for tailored financial solutions and outstanding service. Here's what they have to say about their experience with us,
"Hi Adi,Thank you so much for your expertise.I received my money for finanzamt back, and it wouldn't have been possible without your valuable guidance and support. Grateful for your help"
Omid A.
Senior Software Engineer | Softwarearchitekt | Technischer Leiter | C# | .NET | Azure | Angular
"All credit goes to you!! Without your constant support and help, was not possible. I really appreciate your efforts and time. I would like to give you treat some day, when we meet"
Yashwardhan K.
Software Developer at Bertrandt Technologie GmbH
"Thanks for your support Aditya. I truly appreciate it."
Dr. Vikram G
Doctor
"No worries. I had a call with Sultan yesterday. After listening to Mithila's experience, I am convinced to enroll in the finance plan. Sultan already sent me the contract. I'll read it and sign it next week."
Sanjana B.
Data Analyst Omio Travel GmbH
"Thank you for all hard work and thorough financial and (tax) advise!"
No advance tax anymore & Saved 3000-4000 EUR.
Thitapa Z.
IT‒Auditor at Ernst & Young GmbH & Co. KG
"... received 8.940 EUR back for a single year "
Karan P.
Managing Consultant at Capgemini GmbH
Team
We Are a Team of
Experienced Entrepreneurs, Consultants and Indians
FAQ
Still some questions?
What happens in the initial consultation?
In the non-binding initial call, we analyze your individual situation, and you will already receive valuable input from us here – no matter what level you are currently at with your business. And – what is especially important to us – we see if the chemistry is right. Because we want you to feel 100% well cared for and advised with us.
Do I need to change my insurance representative?
No, this is not necessarily required. If, for example, you have certain contracts in the private sector that you would like to keep managed by your old contact and only want our support for a specific area, such as private health insurance (PHI), you are welcome to do so. However, you can also handle everything with us through a single point of contact.
How do you ensure that I make more money?
A crucial point is that we know exactly where you, as a business, can save money – and you can simply add this saved money as a bonus without any effort. But we are also very knowledgeable about investment strategies that bring real profits.
Do I need a complete insurance concept from the beginning?
No. We look at your individual situation and advise you on what makes sense at the current point in time. We are happy to create a plan for you that anticipates what the future might hold. But you don’t need to sign up for all insurances at once, as is often the case with competitors.
Are we tax consultants?
No, we are not tax consultants. However, we work closely with tax consultants and evaluate each situation individually to decide what approach makes the most sense for you. For many clients, we provide guidance and teach them how to handle tax filing on their own using our software solution. This allows you to take control of the process while benefiting from our support and expertise. For more complex cases, we can collaborate with tax professionals to ensure everything is handled optimally. This service is complementary and exclusively for clients who are actively engaged with us in other financial areas.
Ready to save up to 10% of your yearly net income?
If you're looking to grow your wealth, save taxes, and improve your financial stability you're in the right place.
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