Free Consultation

Your company
pension plan

The all-round carefree package for employers and employees. We create a liability-minimized bAV concept for you!

Your company
pension plan

The all-round carefree package for employers and employees. We create a liability-minimized bAV concept for you!

For employees

bAV For employees

Take advantage of all subsidies for your pension plan! Both the employer and the state must support you within your oc­cu­pa­tio­nal pension! Un­fort­u­na­te­ly, many employees receive no or too little support, even though you are entitled to it by law.

 

In addition, many contracts are too expensive and too defensive. Here you can hardly talk about „saving“. We analyze your contracts for free and give you tips for the perfect approach.

free com­pa­ri­son of bAV tariffs

We provide you with a complete analysis of your existing company pension plan and compare contract models with each other. We always take into account the returns, the sus­taina­bi­li­ty of your in­vest­ments, the costs, the lia­bi­li­ties of the em­ploy­er’s com­mit­ments, the pension factors, and much more.

For employers

bAV For employers

You don’t buy company pension plans „off the peg“. We create an in­di­vi­du­al, tested pension concept for your staff. As an employer, streng­then the bond with your employees and increase the at­trac­ti­ve­ness of your company. Our bAV spe­cia­lists accompany you in the creation, con­sul­ta­ti­on, and ad­mi­nis­tra­ti­on of your in­di­vi­du­al pension concept. We also ensure that your plan is legally compliant.

 

Let us surprise you with how simple a digital company pension plan can be today.

Share­hol­der-managing director- pension plan

In­di­vi­du­al creation of a GGF concept, which is aligned to your own ideas. Topics such as in­sol­ven­cy security, tax reduction, pro­tec­tion of surviving de­pend­ents and cost reduction are largely considered.

We create a provision for the managing director which deserves this name.

Through a managing di­rec­tor’s pension scheme, con­tri­bu­ti­ons can be presented as a business expense – we advise you!

oc­cu­pa­tio­nal di­sa­bi­li­ty insurance – without health questions

An oc­cu­pa­tio­nal di­sa­bi­li­ty insurance protects you from high financial losses in the event of a claim. But the employer also benefits from the advice of our experts, as we eliminate liability risks. Through group rates, we obtain the most favorable premiums for high-quality coverage. The best part? Annoying health questions are com­ple­te­ly eli­mi­na­ted or reduced to a minimum. So (almost) every one of your employees has the chance to benefit from this coverage.

Take care of your about your company pension plan

Let’s di­gi­ta­li­ze, compare and take your insurance to the next level together so you can think about your finances with a smile.

Opinions of our
clients

Our passion is to give you a pro­fes­sio­nal good feeling. Always honest and trans­pa­rent. Convince yourself with our numerous reviews!

Joana Loureiro profile picture
Joana Loureiro
2 years ago
David was in­cre­di­bly helpful and made the whole process of choosing a re­ti­re­ment plan super easy and clear. We had several calls with him to go through all our questions. It was super ease to reach him and he clarified all our questions and gave super useful advice. As we are an expat couple it was really chal­len­ging to un­der­stand the German re­ti­re­ment system on our own and we wouldn’t have made any decision without David help. We truly recommend InVertas for financial advice espe­ci­al­ly if you are an expat.
Dumm Bär profile picture
Dumm Bär
2 years ago
Mr. Ma­li­now­ski impresses with his detailed spe­cia­list knowledge of the property. gladly again
Ciaran Ward profile picture
Ciaran Ward
2 years ago
David Reinhard made the entire process in­cre­di­bly easy and indeed he was a pleasure to deal with. Highly recommend :)
Ragnar Strutz profile picture
Ragnar Strutz
2 years ago
Very friendly, committed and pro­fes­sio­nal staff. During the purcha­sing process, emphasis was always placed on trans­pa­ren­cy, fairness and quick cla­ri­fi­ca­ti­on of queries. From the exposé to the nego­tia­ti­on and financing ar­ran­ge­ment, it was the best ex­pe­ri­ence we have had in a long time.
Yes, the company trust­worth, because they invest in pro­fes­sio­nal staff. David Reinhard one of them. The in­for­ma­ti­on they provide was accurate, relevant and very helpful. Thank you so much
We have used Invertas for private pension plan con­sul­ting. For us 5 Stars are NOT ENOUGH! The pro­fes­sio­na­lism, courtesy and com­pe­tence of David Reinhard are out­stan­ding. He never made us feel bad, whatever questions we asked or how many times. On the contrary, I feel always a sense of serenity and trust when I ask cla­ri­fi­ca­ti­ons, when I share my thoughts with him and when we discuss the best solutions for us. We recommend Invertas 100% and we think of using it for other topics as well.
Genevieve brady profile picture
Genevieve brady
2 years ago
David Reinhard at Invertas gave me excellent and detailed advice. I certainly trusted him to find me the best pension options. Would de­fi­ni­te­ly recommend him and Invertas!
Ariel Conant profile picture
Ariel Conant
2 years ago
David was in­cre­di­bly helpful and patient during the entire con­sul­ta­ti­on process. We ended up having several calls where he was able to walk me through ever­y­thing and answer every question I had. As a US Expat, the in­tri­ca­ci­es of equity, stocks, and pension planning in Germany can be really confusing, but David was able to lay out all of my options clearly, and give advice without any pressure. I feel so much more confident in our future and financial planning now.
Antoine Broisin profile picture
Antoine Broisin
3 years ago
David has been very helpful th­roug­hout the process of investing my savings. From our first con­sul­ta­ti­on, he genuinely listened to my concerns and questions and suggested a per­so­na­li­zed in­vest­ment plan perfectly tailored to my needs and goals. I highly recommend him to anyone seeking a dedicated and know­led­geable financial advisor.
Jeremia Elmlinger profile picture
Jeremia Elmlinger
3 years ago
I have been receiving in­vest­ment advice from David Reinhard for a long time and I am very satisfied. He takes a lot of time to answer my questions, answers them expertly but is easy for me to un­der­stand, and is always easy to reach. I feel very safe and would de­fi­ni­te­ly handle it again through InVertas and Mr. Reinhard.
H. Löwen profile picture
H. Löwen
3 years ago
very friendly and expert advice on re­ti­re­ment planning issues. Thank you for that.
Samuel Pfaff profile picture
Samuel Pfaff
3 years ago
We sought advice from Mr. Reinhard in the area of ​​re­ti­re­ment planning and are extremely satisfied. Mr. Reinhard took the time to give detailed advice, was always easy to reach if we had any questions and helped us find the best possible solution for our in­di­vi­du­al situation. We par­ti­cu­lar­ly liked his high level of trans­pa­ren­cy, his passion and his ability to explain complex issues in a compact and un­der­stan­da­ble way. We feel very well looked after and can recommend InVertas and espe­ci­al­ly Mr. Reinhard without reservation.
Bryan Thomas profile picture
Bryan Thomas
3 years ago
Really great ex­pe­ri­ence! We ap­proa­ched David to figure out a pension plan and he walked us through the entire thing ex­plai­ning every detail of the confusing pension schemes here in Germany. Had two very pleasant calls where he patiently answered all our questions and helped us choose the right plan. I’d highly recommend working with David!
I would recommend David Reinhard for his knowledge in the field and for having been trans­pa­rent and eager to help and answer all my doubts in a straight forward manner while choosing my private Basis pension scheme in Germany.
I wanted advice regarding my pension in Germany after being a longtime expat. After my inquire, in no time, an online meeting was set and I got all the in­for­ma­ti­on and advice I requested. David informed me precisely, showing expert knowledge of the German pension and tax system. The 1 hr. meeting went along in a very pro­fes­sio­nals and kind at­mo­sphe­re. I highly recommend David and InVeritas.
Zino Barbieri profile picture
Zino Barbieri
3 years ago
I was advised by David Reinhard and after several dis­cus­sions with different advisors, I decided to entrust my finances to David. He gave me detailed and trans­pa­rent advice and gave me the best feeling in the end. Well then I hope that I don’t end up in old age poverty in 40 years. ;)
Sebastian Knaup profile picture
Sebastian Knaup
3 years ago
Good and friendly advice Very nice and helpful
Daniel Salman profile picture
Daniel Salman
3 years ago
I was advised by David Reinhard. Was a very competent and friendly con­sul­ta­ti­on. I can recommend to everyone
Nina Müller profile picture
Nina Müller
3 years ago
As a young person, I had no idea about the subject of re­ti­re­ment provision and in­vest­ment. I am very grateful to Mr. Ulpts for taking so much time for me and for ex­plai­ning ever­y­thing in detail right from the start. Now I have a great gut feeling and I am very grateful to InVertas!
M M profile picture
M M
3 years ago
Thanks for the extremely competent advice Martin Brinkm­öl­ler! I felt very well looked after, the con­sul­ta­ti­on was very transparent.
Ang1966 Querdetz profile picture
Ang1966 Querdetz
3 years ago
We have been with InVertas for a number of years and are ab­so­lut­e­ly satisfied. Very competent and friendly. We feel very well cared for here. We can recommend the company with a clear con­sci­ence. Very special thanks to Mr. Dillge and Mr. Bertram.
Nora Hollerith profile picture
Nora Hollerith
3 years ago
I had con­sul­ta­ti­ons with David. He provided us excellent financial advice and knowledge as well as great plans for our re­ti­re­ment investments.
Alexander Tumler profile picture
Alexander Tumler
3 years ago
Great advice and super friendly team!☺️
Venkatesh profile picture
Venkatesh
5 years ago
David Reinhard has the patience and knows the details. He gives the time that is needed for the advice and is really good in what he does. He came across as someone who does his best to win the trust and confidence.
Faisal Anees profile picture
Faisal Anees
5 years ago
It was nice being supported with a pro­fes­sio­nal re­pre­sen­ta­ti­ve – ( David Reinhard ) who advised and gave us the best suited and trans­pa­rent advise. This not only gave us the con­fi­dence but also motivated us to start with our goal.
Kristian Noullet profile picture
Kristian Noullet
6 years ago
My contact person at InVertas was very pro­fes­sio­nal, explained with me­ti­cu­la­te detail my various insurance options and patiently helped me find products fitting my purposes. I espe­ci­al­ly app­re­cia­ted the ex­pl­ana­ti­on of the systems and related costs, as well as their (potential) evolution. I tend to be at ease with numbers, but now I feel like I actually un­der­stand a bit more about the (German) insurance system. I felt that I was being treated in an honest and trans­pa­rent manner (e.g. in regards to where/how they get their cut) and it didn’t feel like I was being talked down to, although some questions certainly may have seemed extremely fundamental.
Redi Rodion profile picture
Redi Rodion
6 years ago
Great input into funds and stack in­vest­ment, pro­fes­sio­nal support yet at the same time un­der­stan­da­ble breakdown, thanks Martin!
Yulong Zhuang profile picture
Yulong Zhuang
7 years ago
Very nice ex­pe­ri­ence, they are patient and supportive.