Our promise

Transparent, financial consulting, tailored to your needs.

Dienstleistungen Icon Vorsorgeberatung

Provision
Advice

We offer you a free comparative analysis in pension consulting. In addition, we will help you to identify any gaps in your pension provision and close them with concrete measures - naturally tailored to your personal situation.

Our pension analysis also shows you possible premium saving potential in the event of overinsurance.

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Financial
Optimisation

At Pegasos Finance you will receive transparent and holistic advice with the "best-in-class" approach. Unlike other providers, we subject you first of all to a needs analysis as well as a simple and efficient risk analysis, which determines your willingness and ability to take risks.

Based on this, we develop an individually tailored structure for your personal financial budget. We are also happy to take care of administrative tasks such as the preparation of necessary documentation and look forward to supporting you on your way to successful wealth accumulation. So you have more time for the really important things in life. And that alone counts.

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Dienstleistungen Icon Steuern

Taxes

We, at Pegasos Finance, offer you professional tax advice in addition to our wide range of financial services. Together with you we analyze your current situation, discuss your goals and plan for your long-term success.

This also includes a sustainable cost optimization in terms of taxes. We act for you as an interface between the relevant authorities, offices and your insurance companies, represent you in all tax matters and, of course, take care of your tax return.

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Real Estate

You want to sell your real estate, but the effort involved is deterring you? We are here for you and support you from the beginning. During an initial inspection, we take all the key data of your property and make a free valuation.

Together with you, we will define a realistic sales price so that we can ensure that we achieve the best sales proceeds for you.
As a partner on your side, we want to make sure that your property does not remain on the market for too long or is exposed to a possible negative price correction. In addition, we maintain excellent contacts with important industry partners such as banks and insurance companies. We are also happy to take over all related administrative activities for you, so that you can look into the future with complete peace of mind.

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Dienstleistungen Icon Vermögensplanung

Wealth Planning

We help you to create a complete overview of your financial situation and current economic situation. Based on this overview, we can discuss the systematic planning and possible future development of your wealth together.

This includes various aspects such as your personal and professional goals, your desires as well as your financial and estate planning. In order to bring you a big step closer to your life goals, we already ensure that you set the right course today.

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Contact and Support

Do you have questions, suggestions, praise or criticism? We look forward to hearing from you. You can contact us at any time by phone, e-mail or online form. Our staff will be happy to assist you.