My Name is Kai Franz, I have 30 years experience in trading and had interaction with many cultures and countries by travelling and living abroad, so I am convinced to find the right language for you.
Make optimal use of child benefit to secure your children's financial future with customized investment strategies.
Example: Open a junior deposit account or a long-term savings plan tailored to your children's needs.
Learn how to minimize risks and maximize your returns with a fixed monthly amount. Our strategies are based on years of market experience and thorough analysis.
Example: By diversifying your portfolio, you can spread risks and achieve stable returns.
Use your severance payment smartly! Keep enough free capital flexible while letting it grow with a balanced mix of investments.
Example: A combination of stocks, bonds, and real estate funds can secure and grow your wealth in the long term.
Understand the psychology of the stock market and build confidence. I support you in overcoming your fears and building solid expertise. There are no unjustified questions, only solutions.
Example: Learn how regular market analyses and evaluations can help you make informed decisions.
Review and optimize your existing portfolio. We adjust your investments to current market conditions and enhance or confirm your existing strategy.
Example: Through periodic reviews, we ensure that your portfolio aligns with the latest market trends and achieves optimal returns.
An Investment Coach offers:
An Investment Mentor is an experienced and trusted person who guides a less experienced individual (the mentee) through support, advice, and knowledge transfer in their personal and professional development in the field of investments. The main aspects of an Investment Mentor are:
You decide by yourself, which offered strategy, portfolio, amount of money you will go for, I don’t even need to know it – if you want to keep it for yourself I earn by good coaching and mentoring, not by selling something.
Give it a try!
During my career in leading large corporations, I encountered numerous colleagues who, due to lack of time or interest, did not engage sufficiently with the stock market and thus did not invest their wealth wisely. Many of them wished to approach this differently but lacked the necessary time or knowledge to do so.
This is unfortunate, as even simple investment funds achieve average annual returns of 5-8%, while current accounts offer minimal interest. There are many investment opportunities with higher returns that can be realized without significant risk. Some colleagues received valuable tips from me on how to improve their investment strategies or start in the stock market. They later proudly reported significant profits.
At the same time, banks and advisors are often not popular with many people: "They just sell their own products, not what really suits me," is a common complaint. This experience inspired me to transfer the coaching and mentoring system, which is well-established in the industry, to the financial sector.
Coaching aims to support people in their development, foster innovative ideas, and guide them in the right direction without merely giving smart advice. Mentoring, on the other hand, is based on a trusted relationship where all conversations remain confidential and specific topics are worked on intensively. For me, this is the most effective form of employee development.
Money is a sensitive topic that requires special attention and discretion between you and me. I am convinced that coaching and mentoring provide fair and independent advice. Whether it's a one-time appointment or regular meetings: It's about your money, and together we will find the best solution for your financial goals. Let's start and unlock your financial potential!
Book directly a 30min Pre-Dialogue.
Take the opportunity for a free initial consultation and let us optimize your investment strategy together.