Your investment advisor for Speyer - InVertas

We deliberately chose the well-known, beautiful & historic city of Heidelberg as the location for our investment advice! The idea to combine established tradition with modern approaches, has been of immense importance to us from the very beginning.

Investments are a complicated topic in Germany. The financial services industry has historically earned its ugly reputation from a lack of transparency and dishonest consultation. As a result, trust in financial advisors suffered greatly and the honesty of financial policy was insufficient.

When Financial advisor Speyer for this reason we see it as our task to go through direct, open and autonomous consultation to renew the industry in Speyer, Mannheim, Heidelberg and beyond the Rhine-Neckar region. We want to go back to individual and conscientious advice so that you can feel that you are in good hands again. But above all we want through one create a new basis for decision-making for you with a high degree of openness.
Most people are unsure of what to do when it comes to investing. Whether real estate and real estate financing, whether stocks and investment funds or ETFs, whether insurance or retirement provision - we Germans quickly reach the edge of our nerves when investing.
It is just a enormous, opaque subject. Many people decide to invest without knowing the exact costs and the specific procedure and usually have no understanding of it.

We put you, thanks to one independent advice throughout, Your cost and performance structures and compare them with alternatives of the competition. We prepare fund comparisons and explain how you can invest your assets effectively. Our advice will help you understand what investments you have made and how retirement provisions, equity funds or insurance are fundamentally structured. But above all, you are sure that you are are in a great financial position and superbly looked after by us will!

InVertas Siegel-Absicherung

Validation

InVertas Siegel-Vertrauen

Prevention

InVertas Siegel-Investment

Investment

InVertas Siegel-Finanzierung

Financing

Morals and Finances? We bring both together!

Every person is unique and has individual values based on their own life experiences. When it comes to finances, too, everyone values different priorities. Whether flexibility or tax savings, whether security or return, whether commission or fee - You set your individual focus within your investment.

But also our values and company philosophy are part of your advice! Because our consultations are not aimed at short-term product sales, but at one honest and authentic advice from.
Get to know our principles:

Authenticity & trust:

When Financial advisor Speyer we attach particular importance to one careful, genuine and warm-hearted interaction with our customers as well as with our employees.

Consciousness of duty & charity:

By dutiful advice, we mean generating reasonable profits to secure the working life and retirement of our customers.
However, by corporate responsibility we also understand to give back something of our success out of conviction.
We would like to actively and positively shape not only the present, but also those of the coming decades. Because we have a social responsibility - for our customers & employees and also for society.

Conscientiousness & Expertise:

Due to our many years of experience and proven expertise as investment advisor for Speyer, we can offer our clients great approaches. Our advice focuses on a Tailor-made and, above all, honest concept designed together with the customer.
We are not satisfied with the average - we want perfection, both in our work and in the care and interaction with one another.

We look forward to getting to know you and your values and priorities!

Insurance broker in the city of Speyer

Insurance brokers in Speyer with the appropriate authority to broker fee-based tariffs are able to provide advice without the cost of commission (fee tariffs, net tariffs or also called net policies), just as with fee-based advice. One with one Excellent Insurance Broker Certificate can decide for himself to charge a commission for his consulting service, but is able to separate the largest share of the costs from the system.

Fee consulting in Speyer

You should make yourself aware: It does not matter whether you enjoy fee-based advice in Speyer or one certified insurance broker to arrange fee rates. There is no guarantee of the quality of advice. Therefore, you should get to know us and our fee advice! Trust your inner gut feeling and discover which gigantic savings can be achieved through comprehensible comparisons of insurance companies!

We act as a fee broker and as an insurance broker in Speyer. That's why we are not tied to commissions, insurance and building societies. We are legally obliged to implement your interests. This means that there are no conflicts of interest.

Within our fee consultation, a transparent actual financial mathematical analysis designed. In this step, we compare your current status quo with other providers and any options based on your cost structures in great detail.

Keep in mind: Closing commissions and support fees do not arise in the case of fee-based advice, as these are clearly listed and, above all, reduced by individual agreements. This means you have more assets in your contracts right from the start and therefore more financial resources or an improved pension in old age!
recommendation: The top fee tariffs can even withstand a comparison with deposits without any problems. Because the cost structures are kept very low for fee tariffs and the withholding tax is not paid in the savings phase, you have the chance to achieve higher maturity payments through fee advice in Speyer, as in any other region in a pure comparison fund.

Financial services in Speyer

Finding an independent financial service provider in Speyer can turn out to be a great difficulty, because although many others are often advertised with the title “independent”, they are usually not.
Expertise, sincerity and transparency are absolute core elements in our advice. The implementation of clear cost comparisons, the derivation of sensitive financial issues and the support in the conclusion of the contract are a matter of course for us.
So in case you're wondering:

Where is an independent financial service in Speyer?

After our consultation, it should be clear that InVertas is your trustworthy contact.
It depends on your gut feeling - but grant us a leap of faith and get to know us personally!
We want even complex, dry and complicated financial topics to be explained in such a way that you know that you are well positioned. That she 100 % trust in our independent financial services, in Speyer, the InVertas team and in your financial plan.

Regardless of whether Loan financing, liquidity and portfolio analyzes, hedging or independent financial services Generally speaking - we are there for you as a contact person in the great Speyer and can be reached at any time in person, by video or phone.

Make a non-binding appointment and get to know us and ours Free initial consultation in Speyer know! You will be pleasantly surprised how interesting the topic of finance can be!

InVertas Geschäftsführung

Investments and financial investments for your future

We strive for a world in which every person is in his financial future can trust. Safe investments and independent comparisons in old-age provision, real estate or insurance are key elements.
In order we Combine values with finance, we work to ensure that you can think about your finances with pleasure.

True to the motto: "Learn from the past, experience the present in order to shape a new standard in the future", we want one with you innovative advice and sustainable support create that satisfies you!

We are looking for the most worthwhile investments and financial investments for your children, for your own private retirement provision or for your partner. It is recommended here to have a Create family conceptto include all requirements and goals.

We develop independent comparisons, use certified pension calculators and analyze allowances, tax savings and the costs of tariffs and insurance.

Frequently asked questions such as "Is it worth taking a company pension?", "How do I invest my money in stocks or ETFs?" or "How sustainable is my investment?", we will clarify with you in peace.

Short-term, medium-term and long-term investments, the acquisition of a property or the construction financing are very complicated in Germany. We help you to understand your investments and to invest your capital safely!

Consultation Process

  • Provide a overview
  • Certified Consulting
  • Closure
  • Sustainable Support
  • Do something good - donate!

Sustainable investments with CLEAN CAPITAL - an innovation from our portfolio

Do you live environmentally conscious, act morally and sustainably, think socially and economically? Or are you interested in making your life more ecological? We have for you Clean capital designed as a sustainable platform for investments. Clean Capital knows investment opportunities that meet your needs.

At a time when the financial markets are getting more and more complicated, we create for you sustainable investment opportunities. This means that you can always understand what your efforts are doing. Sustainable investments don't have to be complicated. With our advice, we will introduce you to worthwhile options, just like you easy and long-term investment can.
Clean Capital presents sustainable financial services according to strict moral, social and ecological criteria.
Let us build a world together in which the children of our great grandchildren would also like to live with enthusiasm. We are happy to review your investments for sustainability. So we can give you one
free sustainability check offer that shows you how ecologically you invest your capital.

We examine your existing securities account or your pension plan individually and without obligation and find out how ecological it really is.
In doing so, we show environmentally conscious alternatives that can replace the critical investments.

Sustainable investments do not have to have negative consequences for profits and money. We find investments for you, which both Meet your moral standards as well as you as an investor deliver high assets.

We primarily support sustainability funds at Clean Capital.
These are an excellent way to get around advancing sustainable investing.
With ethical funds, you create a green future and at the same time benefit from profitable returns to build your wealth. Ecological investments are increasing high profits.
At Clean Capital, we would be happy to provide you with information about your suitable investment funds.
You do not have a custody account or a private pension plan, but you want to inform about sustainable, low-risk investments? No problem - we will be happy to provide you with detailed information.
You are setting a good example by investing in sustainable investments. You as an investor have this option and we at Clean Capital can help you.
At Clean Capital, we are certain that Sustainability is more important today than ever before. With us benefit from an attractive, sustainable investment portfolio with a wide range of funds.

Let our investment experts advise you!

Secure your personal consultation appointment:

    Time *
    8-12 a.m.12 p.m. to 4 p.m.4-8 p.m.

    Chrisitan Ulpts
    Managing directors