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  • Available for your financial planning

Reliable financial planning for expats and professionals in Germany

Decades of cross-border experience, fully bilingual service and customized strategies for your financial future. We are frequently recommended by international tax advisors and lawyers.

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Excellent quality, certified recommendations

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"Your finances are our priority."

Our way of working

We take the time to understand your individual life situation – be it as an expat, freelancer, family or retiree. Our advice begins with a comprehensive analysis and is supplemented by clear recommendations for action. We rely on digital tools, transparent communication and regular check-ins. Our aim is for you to remain financially confident at every stage of your life.

If required, we can draw on a proven network of specialized tax advisors, lawyers, notaries and pension experts. This enables us to offer you comprehensive solutions: legally compliant, future-oriented and efficient. Especially when it comes to cross-border issues, this access is often decisive for a really good solution.

Our company

Matz-Townsend Finanzplanung is your reputable advisor for financial planning

Matz-Townsend Finanzplanung has been helping clients make informed financial decisions since 1988. Cathy Matz-Townsend offers independent financial planning tailored to international clients in Germany. She is also an experienced insurance broker with a strong focus on health insurance. John Townsend, a Fellow of the UK Securities and Investment Institute, advises clients and creates investment fund portfolios.

More about our company
Years of expertise
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Customer projects
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Customer-centered
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What we offer

Our services

Whether you are new to Germany or simply want to optimize your existing financial structure. We offer you comprehensive advice and support in all situations. Our services are tailored to the special requirements of expats, freelancers and families.

Retirement provision & pension strategy

Long-term planning in an international context

Health insurance

Expert navigation through the German system

Emergency planning

The best financial plan can be jeopardized without proper contingency planning

Fund portfolios

Personalized portfolios with ongoing support

Our focus

International financial planning
85%
Optimization of your finances
100%

Why should you choose us?

Your advantages with Matz-Townsend Financial Planning

Our full-service concept includes annual meetings, personal assistance, all financial contracts, pension planning, emergency planning and much more. Ask for our presentation.

  • Bilingual service (English/German)
  • Transparent fee structures
  • Individual advice for expats, freelancers, families and pensioners
  • Customer portal with digital folders
  • International tariffs for health, life and pension insurance
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Faces of Matz-Townsend Finanzplanung

Our experts in financial planning

Behind Matz-Townsend Finanzplanung are people with many years of experience, sound training and a clear goal: to make financial planning understandable, independent and effective. Whether insurance, investment or pension planning, you benefit from comprehensive expertise and genuine customer proximity.

Cathy Matz-Townsend

Graduate in business administration and insurance broker

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John Townsend

Fund portfolio advisor

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Customer testimonials

We strive to show you the optimal solution

Our customers not only appreciate the professional quality, but also the personal support. We take our time and listen to our clients, whether they are looking for retirement provision, investment planning or insurance.

John helped us to invest confidently during our stay abroad. Transparent, clear and always available.

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Put an end to uncertainty. Plan ahead with Matz-Townsend Financial Planning.

We help you to organize your finances, identify risks and plan ahead without the pressure to sell. With a virtual financial file, regular support and access to certified experts.

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We show you how financial planning can really take the pressure off.

Latest technology

Reliable software for precise financial planning

We use tested, data protection-compliant tools for analysis, contract management and documentation. In this way, we guarantee clear processes, secure workflows and information that can be accessed at any time.

"We accompany our clients for many years because efficient financial planning requires trust."

Cathy Matz-Townsend

Graduate in business administration

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Let's talk about your financial planning.

Please feel free to send us a message. We take time for your issues.

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