WelcomeBerlin Marketplace
Daniel Bossenz. Smart investing and portfolio management for expats in Germany
My name is Daniel. I help international professionals in Germany grow and protect their wealth with clear, modern investment strategies. Created for changing markets and expat life.
From financial complexity to long-term clarity
Building wealth in a new country comes with uncertainty: Unfamiliar tax rules, insurance systems, pension structures, and volatile markets. I work with expats who want:
✅ Clear investment decisions.
✅ Long-term portfolio stability.
✅ Protection without over-insurance.
✅ Advice they can actually understand.
All in English or German, without jargon or sales pressure.
What I help you with
♦️ Investment & Portfolio Management
—Diversified portfolios using ETFs, funds, real estate, and alternative assets.
—Long-term strategies focused on performance, stability, and sustainability.
—Independent, data-driven asset allocation adapted to changing markets.
♦️ Tax, Pension & Retirement Planning
—Pension and retirement strategies tailored to Germany.
—Cross-border considerations for international professionals.
—Structures that help you keep more of what you earn.
♦️ Insurance & Risk Protection
—Health, liability, professional, and specialty insurance.
—Coverage aligned with your real risk profile.
—Avoiding over-insurance and costly traps.
♦️ Business & Professional Coverage
—Business liability (BHV), fleet insurance, bAV.
—Directors & Officers (D&O) and special coverages.
—Financial safety nets for entrepreneurs and freelancers.
♦️ Mortgages & Real Estate Guidance
—Mortgage and financing advice.
—Property investment evaluation.
—Bank and financing structure comparison.
♦️ Ongoing Coaching & Financial Education
—Regular financial check-ups.
—Budgeting and financial planning support.
—Clear explanations so you stay in control of decisions.
Why expats work with me
💠 Expat-focused advice: I understand the financial challenges of settling in Germany.
💠 Clear communication: Complex topics explained plainly, in English or German.
💠 Independent strategy: No product pushing, decisions based on your goals.
💠 Long-term mindset: From first consultation to ongoing portfolio management.
💠 Local presence: Based in Berlin & Brandenburg, serving thousands of clients.
One partner instead of fragmented advice
Taxes, finance, investments, insurance, and pensions are deeply connected in Germany.
Instead of coordinating multiple advisors, you get one structured, transparent approach aligned with your life, career, and long-term plans.
Get in touch now
📞 0800 267 73 69
📍 Josef-Orlopp-Straße 46, 10178 Berlin
#English #German
or Send me a message
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