Financial Coach
Naresh.
Naresh Kumar
From onboarding to documentation — making your financial life in Germany feel manageable.
Junior
consultant Frankfurt
3
languages spoken
Reliable
& precise
“I want every client to walk out of the meeting knowing exactly what happens next — no guessing, no waiting.”
Naresh · Junior consultant
Naresh in keywords
So you know who you’re talking to.
Loves
- Clients who finally feel in control of their money
- Plans that survive contact with real life
- Honest conversations on eye level
- Numbers that add up at the end of the year
Not a fan of
- Financial jargon and sales scripts
- “This is how we’ve always done it”
- Meetings that get pushed week after week
- Hidden fees and small print
Favourite topics
What I love working on.
Insurance basics
Savings strategies
Paperwork done right
“More financial clarity means more security for the people you love — and more time to actually enjoy life in Germany.”
Naresh · Trusted advisor
Highlight
100% independent advice
Personal
In the meeting room like in life — calm, structured, with a clear goal.
Think ahead, decide carefully, accelerate at the right moment. That mindset shapes every conversation with clients: quiet, strategic, with a clear plan.
- First meeting is free and without obligation
- One dedicated advisor — no call center
- Meet in person, by phone or by video
- Confidentiality is a given, always
Qualifications & credentials
Certified, regulated, independent.
Insurance broker — IHK certified (§ 34d GewO)
Financial investment broker — IHK certified (§ 34f GewO)
Personal · Naresh
Looking forward to meeting you.
… and curious to see what we can move together for you.