For people with experience, responsibility and a future ahead

From financial advice to Financial Wellbeing.

Wealth, health and a good life for Generation Experience. We do not start with products. We start with a simple question: do you know how well prepared you are for the next 20, 30 or 40 years?

Start the Check-Up (10 questions) Book a consultation

Independent. Licensed. On equal terms.

  • Boomers for Boomers
  • Specialised in retirement planning
  • Licensed under Sections 34d, 34f and 34i GewO
  • Transparent remuneration
  • Grünwald near Munich

Not to die as rich as possible. But to live as long as possible in good health, independent and financially free.

Our promise

Your life. Your wealth. Your wellbeing.

Financial Wellbeing combines sound professional solutions with your wellbeing, so that you feel financially secure, free and relaxed. Today and in the future.

Your life

Gain more years of good health and independence. Health and longevity are part of the plan.

Your wealth

Make decisions with confidence and stay calm about your finances, with a clear plan and structure.

Your wellbeing

Quality of life in balance: security, control and confidence, today and in the future.

Welcome to BoomerFinance

What sets us apart: we start with you.

Most financial advisers focus on numbers and products. We start with you, and with the questions that really matter before retirement.

An advisory conversation at a table with a tablet
We ask first
  • Where do you stand today?
  • What is on your mind right now?
  • What are your goals for the next few years?
  • Which risks do you want to avoid?
  • How do you want to live?

Because wealth is not an end in itself. It should help you gain more freedom, security and quality of life.

Couple relaxing together in a hammock
What you get
  • Independent advice, specialising in joined-up retirement planning
  • Transparent remuneration: fees and commissions clearly stated
  • One central point of contact, a network of experts behind them
  • Reliability and discretion
Our advisory approach
Retirement in numbers

What changes when we live longer.

70%

of people aged 50+ have no living will, or no up-to-date one*

One of the easiest gaps to close, and one that decides whether you stay in control in an emergency.

5–10

additional years of life

thanks to wealth, Financial Wellbeing and a mindful way of life. Longevity changes every financial plan.

90%

of people aged 50+ have never had joined-up financial advice

They have contracts, but no comprehensive retirement planning, i.e. no plan that brings everything together.*

Know where you stand *Based on our own experience and research over the past 10 years.
Our topics

Eight areas, one complete picture.

Our advisory process begins with a structured overview of your situation. Together we look at the most important areas of your life, according to your needs and priorities.

All topics at a glance
How the advisory process works

The future is not a matter of chance. It can be planned.

Clarity step by step: five phases, one clear plan, long-term support.

  1. First steps

    We listen and understand what matters to you.

  2. Knowing where you stand

    Knowledge brings calm.

  3. Knowing where you want to be

    Today, in 5 years and in 20 years.

  4. Proposals, decision, implementation

    Your future deserves structure.

  5. Ongoing support

    Financial advice is not a sprint but a marathon.

Explore the process
Boomers for Boomers

Experienced. On equal terms. As a team.

Our financial advisers have much the same life experience as you. They understand your situation first-hand and work as a team, acting as analyst, adviser, coach and problem-solver. A network of specialists in retirement planning, wealth, property, law, tax and health takes care of implementation: as digital as possible, as human as necessary.

Meet the team
Our code of conduct

The best consumer protection is an informed client.

Wealth is not money. Wealth is the ability to have clarity, make decisions, look after your family, stay healthy and sleep soundly without money worries.

The BoomerFinance advisory approach

  • We are committed to advice that is guided by your interests.

  • Our aim is not to sell individual products.

  • Our aim is to help you make better decisions for your future.

  • We refer legal matters such as living wills, powers of attorney and wills to specialist lawyers. We do not advise on these ourselves.

Frequently asked questions

What you may want to know first.

Do I have to buy or change anything?

No. At the start, it is not about buying or changing anything. It is about knowing where you stand: what is already well taken care of, and which topics should you take a closer look at?

I have a specific question, for example about an insurance policy. Why the Check-Up first?

Because people often do not know what they are missing. The Check-Up places your question within your overall situation. Sometimes the more urgent gap lies elsewhere. Then we deal with your question.

What does the advice cost?

The Check-Up is free. The Financial Wellbeing Index is also free. The personal analysis is charged as a fee, and the detailed analysis at an hourly or daily rate. For implementation, depending on the topic, an agreed fee or a standard market commission applies. We tell you all of this in advance.

Do you also advise my partner?

Yes, very much so. We advise everyone involved in the household, because decisions about retirement, financial provision and wealth affect you both.

How long does the process take?

The first steps are quick: an initial conversation and the Check-Up in a single appointment. Analysis and strategy take a few weeks, depending on the scope. After that, we support you on an ongoing basis, with at least one appointment a year.

Can I keep working with my current adviser?

Yes. Financial Wellbeing complements existing relationships. If you wish, we work alongside your current adviser, or we take on only the topics not yet covered there.

Ready for your next chapter?

The future takes shape when you leave nothing to chance. Start with the Check-Up or a no-obligation conversation: in person, by phone or by video.

Boomer Finance GmbHYour team in Grünwald near Munich
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