„Purchase of my second property as an investment.”
„I recently turned to Jörg once again, as he has been taking care of me for over ten years and I feel I am in very good hands with him. My own financial security was already in place and solutions to take advantage of government subsidies and allowances (via insurance such as a basic pension) and investing in funds (ETFs in Finum's asset management) had also been made. Jörg suggested the purchase of a property as an investment and I was very skeptical, especially since I had never taken a step in this direction (where to buy, financing, who cares after the purchase etc.). With the purchase of my first property three years ago I am retrospectively very satisfied and have therefore decided to buy another property. And this time everything went just as smoothly as it did three years ago. We talked about various properties in different regions of Germany and I quickly found the right property for me. It was particularly important to me that this property had also been checked in advance by Conversio, the independent external partner of Jörg's Finum. It was particularly positive for me that I was again provided with extensive material: Starting with the exposé, to a expressive sample calculation tailored to me, to the possibility to get tax advice from Jörg's colleague Attorney Patrick Wich (with whom I have been a client for a long time) even on site at his office. I can also say that the service on the part of Finum after the purchase is exemplary and Jörg is always available for all my questions.”
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