We all have different objectives in life and require personalised strategies to achieve them. Commerzbank financial advice helps you to build the future you envision.
Life is full of choices – we’ll help you to make the right ones
Do you want personalised financial advice and a bank that understands you, but that is also easy to understand? The Commerzbank KundenKompass is tailored to your needs. Because the KundenKompass – customer compass in English – is centred on your needs. We use the most advanced software and modelling techniques to help you finding the best investments available and identify the level of risk you're comfortable with. Your advantages:
- Personal advice catered to your specific circumstances
- Use of sophisticated financial planning software endorsed by the independent Institut für Vermögensaufbau (IVA, Institute for Asset Accumulation)
Three steps for an in-depth assessment
Your wishes & plans
First we'll explore your personal circumstances at length. With this information at hand, you and your financial advisor will form a clear picture of your goals.
Then we scrutinise your current financial situation. This is the acid test where we determine any risks and assess your financial state.
Bespoke financial plan
Based on this thorough analysis, we create your individual KundenKompass-financial plan. It contains well-structured and comprehensible recommendations to help you achieve your goals.
Reach your investment goals with our chauffeur service
The Commerzbank Wealth Management service offers financial planning solutions helping you to develop a financial strategy appropriate to your circumstances. Our highly trained investment experts look after your finances and offer personal service designed to suit your needs. They are supported by a worldwide team of analysts to hand pick products from a wide range of investments.
But even with one of our investment experts in the driving seat, you will still be in control. You can decide on the strategy based on your personal risk tolerance and choose from six different investment options.