Financial Coaching
Your personal financial coach Achieve your financial goals Specialized in private health insurance Specialized in expats
Trust & Awards
Our Awards
Quality You Can Trust:
Awards and Seals of Chen Coaching.
Financial Coaching with Authenticity
“We are different! Contrary to the image of our industry, we always provide advice that is honest, transparent, and 100% customer-oriented. Our focus is on creating clarity and decluttering financial and insurance products, real estate, and real estate financing.
Our motto: Take care of the customer the way you would want to be taken care of yourself.
Our mission: To help you achieve your dreams financially.”
Individual and Holistic Financial Consulting
We help you make your dreams come true — including special situations in both your professional and personal life.
Finances for Women
Expats and Chinese
Trainees and Students
Our Topics
Financial Planning
It is important to know what goals you are pursuing. The foundation of financial planning is a review of income and expenses, as well as assets and liabilities. We can optimize expenses with simple tips and tricks.
Coverage
After that, the focus is on protecting your income and both your current and future assets. This means I compare your liability, household, disability, and legal protection insurance for you.
Retirement Planning
Now it’s about analyzing your desired and target retirement income. Which form of retirement provision gives you the best support? Which core investment is optimal for you to achieve higher returns?
Wealth Building
Now it’s about building your wealth for the future. With alternative investments such as mutual funds, ETFs, or P2P loans, the goal is to grow your medium- and long-term assets.
Private Health Insurance
What about private full health insurance or private supplementary insurance? In the event of illness, the goal is to be optimally insured. What are the advantages and disadvantages of private health insurance?
Real Estate Financing
Of course, I will support you when it comes to real estate financing. I compare over 400 banks and insurance companies to ensure you get the best conditions.
Advantages of the Consultation
I work completely independently of providers. This allows me to help you find the best solution that truly fits you and your goals — all without hidden costs.
As one of my clients nicely put it: “He doesn’t try to sell you anything, but takes the time for you and looks at what YOU need or what can still be improved.”
I’m also available for you on weekends and in the evenings! With me, you don’t have to take a day off to get advice 😉
Success Stories of Our Clients
Here you will find a selection of success stories featuring our customers.
