Existing Portfolio Analysis

Already have a portfolio but not sure if it’s working for you?

I’ll do a thorough analysis of your holdings — including performance review, risk assessment, sector/region exposure, and cost inefficiencies.

You’ll get insights into what’s working, what’s dragging you down, and where you might be over- or under-exposed.

This review is data-backed and personalized, helping you make informed decisions instead of emotional ones.

FAQ

1. Can I ask questions during the session?

Of course! The purpose of the session is to answer your financial questions and explore solutions tailored to your situation.

2. Can I join with my partner or children?

Yes, that’s no problem. Depending on your circumstances, it might even be beneficial to join the call with others. I look forward to meeting you all!

3. Is the session confidential?

Yes, our conversation and everything you share is 100% confidential. As a trusted advisor, I value your privacy and will never share your personal information with third parties.

4. What platform will the call take place on?

Once you book a slot in my calendar, you'll receive a GoogleMeet / Teams link for the session.

5. Can I book a physical (in-person) session?

Yes, if you are in Munich, Germany (send message first)

6. Can I pay by bank transfer?

If payment through the regular options doesn’t work, feel free to email me to arrange a session and pay by bank transfer. Please note: the price is then 10% higher to cover administrative costs.

7. Is it worth booking a session if I don’t have much money?

Yes, definitely. I’ve helped people with as little as €250 to those with over €1 million in assets. Everyone’s situation is unique and important.

Disclaimer:

This service does not constitute formal financial advice, and it is for informational and educational purposes only. All investment decisions are ultimately your responsibility, and you should make them based on your own informed judgment and thorough research.