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, the self-employed and families.
Retirement provision & pension strategy
Long-term planning in an international context
Health & insurance advice
Expert navigation through the German system
Emergency planning
The best financial plan can be jeopardized without proper contingency planning
Investment planning
Personalized portfolios with ongoing support
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.
We show you how financial planning can really take the pressure off.
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.
5.0
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 often accompany our clients for many years because very good financial planning requires trust."
Cathy Matz-Townsend
Financial planner
Contact us
Let's talk about your financial planning.
Please feel free to write us a message. We take time for your topics.
