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Why I'm here?
Modern financial advice combines science, emotion and transparency. The overriding principle of my advice is to create real added value, especially financial. In my opinion, it has never been more important in human history to be professionally involved in finance and insurance.
I originally started here as a working student to finance my studies. In the course of my work I became increasingly interested in InVertas' financial advice and the professional way of supporting customers. I am now happy to pass this knowledge on to our customers.
What am I doing?
My focus is on the internal support of our colleagues. I also advise clients in the areas of property insurance and pensions.
It is my passion to get people enthusiastic about investment. I love teaching my clients how they can effectively make provision for old age and build wealth over the long term.
Through my independent, fair and transparent advice, I ensure that my customers have a smile on their faces when they think about their financial future.
I advise and support clients primarily in the areas of retirement planning, old-age provision and asset accumulation.
I am in charge of the automotive division.
Finances have inspired me all my life. The massive grievance in the financial industry moved me to found InVertas and create something new.
A way to bring people closer to this dry topic through clear examples. With my passion, I want to enable people to deal with the topic so as not to be suddenly surprised by the unexpected. - Because simply ignoring the topic will unfortunately not get you anywhere.
In addition to the management, I am responsible for mortgage lending and health insurance.
The question “What do I do with my money?” Has occupied me since school days and very intensively during my economics studies (focus: finance and insurance). My goal is not to be satisfied with mediocrity, but to find excellent solutions and pass them on to my customers. For me, that means a company-independent and cost-optimized statement of assets. Together with the InVertas team, I am achieving this goal.
I am primarily responsible for the development and management of real estate cooperations.
I enjoy finances. Investing wealth excellently is my passion. I am convinced that good financial planning is one of the most concrete and sustainable ways to help people. I use my energy to ensure that we offer fair and transparent advice at the highest level. We founded InVertas so that people can really experience this and enjoy their finances.
I am part of the management and am primarily responsible for investment and biometric risks.
Originally it was just about creating the ideal financial concept for myself. In doing so, I got to know many possibilities that absolutely inspired me. Unfortunately, many people do not know and use their own possibilities. I want to help people to find the right solutions for them and thus to be able to live more safely and carefree.
It's just too important to neglect.
As a consultant, I help my clients to create and implement their financial concept and my focus is on investment.
My keen interest in finances was aroused at school. At InVertas I get the chance to deepen my knowledge in all areas of finance. At the same time, I can help other people here to work together successfully and transparently on a topic that is most uncomfortable and takes a lot of time. My motivation is to educate people about the very important topic of finance and to prepare them for the future.
I am a trainee and mainly deal with property insurance.
As a business administration graduate, I have always been fascinated by economics and finance. The obvious misery in the financial sector, with which I was confronted as a young professional, not only made me change the industry, but also fundamentally changed my thinking. Because unfortunately the university hadn't taught me financial intelligence. That is why I want to enable people to approach finances openly, to address the elephant in the room and to solve them pragmatically.
As a business economist, I am primarily responsible for the nursing area.
Combine values and finances and thus bring more transparency to the financial sector! This is exactly what I see as my personal challenge. I am convinced that with an open, honest and moral financial service, we at InVeratas can improve the financial market and thus customer satisfaction to a great extent.
I am a senior consultant in customer service and responsible for the strategic expansion of cooperation in the Mannheim and Heidelberg region.
Bringing a breath of fresh air and dynamism to a rusty and grievous industry inspires me. I want to clean up here - clean up with all the clichés, prejudices and bad experiences people have had and put a smile on their faces when they are advised. You should get the feeling of carelessness and notice that with the right approach you can keep a clear view even in this very opaque world. Also so as not to be unhappily surprised.
It's about getting things done. I want to take the burden off people's shoulders together with them and give them back the freedom they deserve.
In addition to personal advice, my responsibility includes expanding the cooperation network. Connections to other companies and the development of strategically new areas are my hobbyhorse.
I brought the team together - and I firmly believe in the shared drive of these unique personalities. I am firmly convinced that innovative, honest and transparent advice is the best. Is key to the future of this industry.
The goal of sensitively bringing fellow human beings closer to this important topic and tailoring it precisely to them motivated me so much that we founded InVertas in order to set our own standards and to be able to represent our philosophy perfectly.
I am part of the management and am primarily responsible for recruiting, sales expansion and pension provision.
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