Build wealth. Finance wisely. Plan for retirement.
Personal financial advice in Stockach on Lake Constance – for people who want to shape their wealth with foresight. Across providers, transparent and through every phase of life.
500+
banks, insurers and fund companies in comparison
26
years of experience in financial advice
200+
families and entrepreneurs advised
3
phases of life – wealth accumulation, financing, retirement – from one source
Three phases, one thread
Wealth is not built in a single step. It is accumulated, financed wisely and, in retirement, put to work so that it lasts. Frank Bosch Financial Consulting accompanies all three phases from one source.
Wealth accumulation
Private equity, asset management and real estate – three building blocks that complement each other and create substance together.
Financing
Anyone buying property – for their own use or as an investment – needs financing that holds up over decades.
Retirement planning
When the accumulation phase ends, wealth becomes income. Planned, tax-aware and with the next generation in mind.
Services
Five areas that work together.
Private equity
Ownership in companies beyond the stock exchange.
- The most profitable asset class in the world
- Strong returns, high security – invest efficiently
- The best protection against inflation
Asset management
Your portfolio, professionally managed.
- Tailor-made, ETF-based investment solutions
- Equities, bonds, precious metals, liquidity
- Actively managed, far-sighted, transparent
Real estate
Tangible asset, return and tax advantage in one.
- Security and return – with real estate as a tangible asset
- Save taxes, secure public subsidies – your advantage, your property
- Build wealth cleverly with real estate – possible for everyone
Financing
Broad bank comparison, personally accompanied.
- Top interest rates – compared for you daily
- Hundreds of banks in check – more choice, more advantages
- Personal advice – we accompany you from A to Z
Retirement planning
When your wealth should work for you.
- Recognise the pension gap, calculate needs honestly
- Turning wealth into income – planned, not hoped for
- Passing on what remains: succession with foresight
One adviser for every phase
Dipl. Kaufmann – Dipl. Wipäd. – Finanzfachwirt (FH)
Frank Bosch advises personally, compares across providers and stays at your side – from the first portfolio to the transfer of wealth.
Private Equity – my book for you
How does private equity work, why has it so far been mainly the domain of wealthy and institutional investors – and how can private investors sensibly include this asset class in their portfolio? My e-book explains it clearly in just over 50 pages.
- What private equity is and how it works
- Why mainly institutions have invested so far
- How private investors can make use of the asset class
The e-book is available in German.
Download for free
Let us talk about your wealth.
An initial consultation takes about 30 minutes, is non-binding and free of charge. In Stockach or by video call.