Finanzas para Latinos

The team is very diligent and committed to provide you with adequate and personalized advice, looking for the best interest and benefit in order to make the most of the opportunities around your scenario. Giving you the confidence that you are properly accompanied for decision making in your personal finances.

What was your financial challenge before we met?
- Knowing options to adjust/expand my investments.

2. What has been your biggest discovery and result since we have been working together?
- Medium-term investments: The real estate issue.

3. What do you think of our unique concept of finance for Spanish speakers in Germany?
- Definitely a very useful and custom-made concept for all of us who work and wish to secure a prosperous future in Germany.

4. If someone would find himself/herself in a similar situation to yours.... Would you recommend us?
- Certainly we would

I felt that I had money left over and I didn't know how to find the most appropriate use for it. Through Boris Klein I saw that there are much more efficient alternatives and that gives me peace of mind.

Very happy with the counseling, although very spaced out. I would like to talk more often with the consultants.

For many migrants being in Germany is a largely financial decision: you are looking for a better work-life balance coupled with better remuneration, opening up possibilities to save more, travel, invest, etc. However, although it may seem that you are in the right country, it is useless if you do not make the right decisions, or if you do not know the system and its advantages.

I have always been very cautious about what to do with my money, wanting to spend as little as possible, but in doing so I restricted myself a lot or felt guilty, sometimes unnecessarily.

Since meeting the Finance for Latinos team, I have started to improve my relationship with money and feel more optimistic about the goals I can achieve. They have made me question things I thought were impossible, like buying real estate in Germany, or made me consider things I may not have thought about, like investing in funds for my old age, or having disability insurance.

Maurice, Johanna and the rest of the team have always given me and my husband the best energy, clarifying all the doubts and making us feel that we were making the right decision.

I remember that when I heard about financial advisors my first reaction was to think that this only applied to people with very high incomes or economic stability, and that I was not there yet. However, in a time of crisis and high uncertainty, having someone you trust to talk to about finances made a huge difference. That is why I recommend any Spanish-speaking migrant in Germany, regardless of their current situation, to get advice from this great team at Finance for Latinos.

With the advice of Finance for Latinos, and especially Maurice, we have been able to understand how the financial system works in Germany and how we can leverage it to achieve goals such as being well covered in case of an accident, being able to retire closing the pension gap between the salary and the public pension, how to invest in real estate and how to manage our finances at home. Truly, by following a plan and counting on the support of Finance for Latinos, we have felt confident about the steps to follow to reach our financial goals. And best of all, the advice is even 100% in Spanish. I would recommend it without hesitation to all my friends and family.

Thank you Finance for Latinos

Incredible Support!

I am so glad to have found Finance for Latinos. We have been working together for a month now, and I needed to share my opinion because I know there are more people like me who might need them. I am a Latin expat, married, and living in Germany for 4 years now. In this time, what has been the hardest thing for me has been to understand how to manage finances in this country. Everything seemed complicated to me: insurance, pension plans and investments.

I am very grateful because they go beyond what I expected. Maurice is super kind and patient, he takes his time to explain everything in a simple way and, in Spanish! I was very impressed with the ease with which my husband and I can talk to him about finances and the excellent job they do in researching and preparing proposals. The whole process has been very easy and comfortable for me.

Really, if you feel lost with the topic of finances, insurance, pensions, etc, don't know where to start or just feel lazy! join Finance for Latinos, because they will help you. :D

From the moment I saw the title of the project, I was filled with illusion to be able to imagine that I would understand my portfolio in Germany, it is something that no one shows us and I knew I had to start with the task, I started to meet the team that works here and I simply fell in love with the way to connect with them, I am very happy to know that there are people who can guide you in this area so important in life, personal finance is a task that by ethics we all must understand, take the reins, and I am glad again to have found this project that has supported me and that makes possible in me a confidence to create my financial independence in another country, in my language.... I can only thank you and I always tell my friends about it, because I think that this way we will achieve a balance for all of us financially.

It seems a very romantic comment, but when I need to talk to Maurice that is simply what inspires me, he is a very nice person and he is able to explain in very simple words a lot of papers that I thought I would never understand, with all his knowledge I have been able to build key concepts for my financial life, so I anticipate that soon you will see me at another level and it has been thanks to finance for Latinos that I have been able to have another vision.

thank you :)

I really like that they speak Spanish and take the time to explain things in a simple and understandable way. They are quick to answer questions and doubts. The only bad thing is that a couple of times they misplaced important documents for my investment that had to be delayed for a whole month. They also forget to send codes to open encrypted emails. Other than that good service. I would recommend them to other people but I would say that you have to be firm in reminding the advisor to do the paperwork and ask all the doubts.

The quality of management, commitment, personalized treatment, financial advice on how to improve your finances adapted to each client and all this in an environment that as Latinos we do not know.
Advice on issues such as pension and investment to ensure the future and dignify our old age.
All these benefits explained in our language and adapted to our culture.
Heartfelt thanks to the entire team.
May the successes continue

With Boris, I had 100% guidance and any questions I had I could ask. Everything has been within the possibilities, and the customer service is very good!

Muy contenta con el servicio. Desde el principio nos dieron un excelente asesoramiento. Nos acompañaron en el proceso financiero para estar listos en el momento de dar el siguiente paso para la compra de nuestro primer inmueble en Alemania. No lo hubieramos logrado hacer en tan poco tiempo sin su apoyo, recomendamos ampliamente este servicio, ademas que su trato y calidez son maravillosas.

Very satisfied with the service. We were given excellent advice from the beginning. You guided us through the financial process so that we were ready to take the next step in buying our first property in Germany. Without your support we would not have made it in such a short time. We highly recommend this service and your treatment and cordiality are wonderful.

Understanding your finances takes stress away, makes you feel independent and calm. Despite the many books I read, YouTube videos and money documentaries, putting it all into practice always represented insecurity and confusion. With Finances for Latinos I found the "how to" and I am happy! I apply and learn about my personal finances, I have fixed goals and an investment path. If you want to know how to manage your finances and APPLY all that you have been told, already know and want to understand better, I highly recommend this opportunity, with an expertise in the German financial system! Very good service, friendly and always available to any questions or doubts. Definitely life changing and I highly recommend it!

A high quality financial advisory service! Highly recommended!