About us

The future of financial advice: from product to life strategy.

We are an independent financial advisory firm. We specialise in Generation Experience and in matters that go beyond the numbers: quality of life, security, health, succession and purpose.

The BoomerFinance reception with the logo on the wall
Our mission

Needs-based advice with a new approach.

Traditional financial advice deals with numbers, products and returns. We go one step further: Financial Wellbeing aims to help you feel financially secure, free and at ease, today and in the future. The result is a clear plan, less financial stress and a better quality of life.

We advise you ourselves and bring together the right specialists for every topic: tax, law, property, asset management and health. That way, your point of contact stays the same, while a whole team works behind the scenes.

Boomers for Boomers

Experienced. Client-focused. Reliable. Collaborative. Empathetic.

On equal terms

Our advisers have about as much life experience as you do, so they understand your situation first-hand.

As a team

Analyst, adviser, coach and problem-solver, with specialists from our network as needed. Your first point of contact stays with you as your main guide.

As digital as possible, as personal as necessary

Clear processes, modern planning tools and personal contact. Plus reliability and discretion.

Independent and transparent

No product selling. We explain our remuneration in advance: both the amount and the structure.

The team

The founders and partners.

The BoomerFinance team is as experienced as the people it advises. From Boomer to Boomer.

A network of experts

So that implementation is handled professionally.

  • Retirement planning
  • Wealth management
  • Financing and property
  • Protection
  • Lawyers and notaries
  • Tax advisers
  • Health and longevity
  • International matters
The company

Boomer Finance GmbH

Registered office
Hirschparkstraße 8, 82031 Grünwald bei München
Founded
2025
Managing directors
Claus Gillen, Olaf Neuenfeldt, Charles Neus
Licences
Insurance broker (Section 34d GewO), financial investment intermediary (Section 34f GewO), real estate loan intermediary (Section 34i GewO)
Commercial register
Amtsgericht München, HRB 307238

Initial client information and registrations

Press

News and updates

Get to know us.

In person, by phone or by video. No obligation, and tailored to you.

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