Daniel Charles Bossenz
Business law graduate (FH), insurance specialist (IHK)
As an independent investment and finance broker, we are committed to providing objective, competent and long-term advice to our clients. We follow the “financial planning” approach and consistently act according to the “ best advice ” idea (“Immanuel Kant’s categorical imperative”). This means that we only advise our customers as we would advise ourselves.
As your personal finance coach, we give you an independent and transparent look behind the scenes of your investment and financial products and work with you to create a targeted, security-oriented or return-oriented investment strategy. An intelligent mix of different asset classes not only increases the security of your portfolio, but also increases the performance in contrast to conventional investment products.
In addition to structuring your assets, we offer you cost savings through an independent comparison of your insurance policies, affordable financing concepts that are tailored to your needs, and solutions for the correct protection of your company. We are also at your side to advise you on the financing of house and property, as well as the acquisition of real estate as a capital investment.
2020
Top investment advisor in Germany (good advice)
In February 2020, the consumer magazine “Guter Rat” published the best addresses for investment advice (investment) in Germany. The list of the best advisors for investment advice is based on the reviews submitted by clients and rigorously and independently verified.
2018
TV contribution on SAT1 breakfast television
September 2018 | Expert interview on the subject of life insurance: Is life insurance still a good investment?
2017
Interview in the magazine “Die Welt”
January 2017 | Interview on the subject of investing and choosing a suitable investment strategy. Outlook into the future of the financial markets and alternative forms of investment.
2016
Publication of an interview in CityWire investment magazine
February 2016 | Expert exchange: Exchange with Gary Jefferies about the future of financial advice and the disadvantages of the robo-advisor models.
You can find the entire article at www.citywire.de
2015
Top consultant in Germany (WhoFinance)
DIE WELT and BILD publish WhoFinance’s leaderboard. The list of the best finance and insurance advisors is based on reviews submitted by clients and rigorously and independently verified. For the 5th time we have been recognized as one of the best consulting firms for financial and investment products.
2011
Top consultant in Germany (WhoFinance)
For the first time we were able to assert ourselves in the category of the best financial advisor. Further information on the rating and the rating platform can be found here. You can access our profile here:
2007
“Financial services must be reinvented”
No other industry is as disreputable as financial services. This is mainly due to the fact that customers have been ripped off and misinformed by banks and insurers over the past few decades.
With our approach of independent individual advice, we act in the interests of our customers and advise passionately, honestly and fairly. We want to show people a different way than the one that has been common for years through the house bank or the usual insurance agent. We want to inform, shape their finances together with our customers and at the same time offer everyone a professional asset accumulation.
Act only according to the maxim by which you can at the same time want it to become a general law.
Immanuel Kant
Focus
Certifications
Diploma in business law (FH)
Insurance specialist (IHK), insurance broker according to § 34d Abs. 1 GewO
Financial investment broker according to §34 f Abs. 1 GewO
