GFI Gesellschaft für intelligente Finanzkonzepte mbH

Financial Services

  • Short facts

    • Service Provider
  • Year founded 1996
  • 4 Employees (site)
  • Turnover: <5m EUR

Products/services: Pension planning for small and medium-sized companies and for German subsidiaries of international companies. Financial planning and consulting for owners, shareholders and executives, for expatriates and for high net worth individuals in order to optimize their personal financial situation. All-in-one international solutions, in cooperation with selected experts, chartered accountants and lawyers. As independent financial advisers we assist small and middle-sized company owners as well as international managers in building up capital and securing their wealth in a flexible and fiscally attractive way. More particularly, we assist expatriates and their families in securing their standard of living at a high level now and in retirement. Non executive directorship for the German subsidiary of international medium-sized companies. Pension planning for small and medium-sized companies and for German subsidiaries of international companies. Financial planning and consulting for owners, shareholders and executives, for expatriates and for high net worth individuals in order to optimize their personal financial situation. All-in-one international solutions, in cooperation with selected experts, chartered accountants and lawyers. As independent financial advisers we assist small and middle-sized company owners as well as international managers in building up capital and securing their wealth in a flexible and fiscally attractive way. More particularly, we assist… read more 

Basic data

Company

GFI Gesellschaft für intelligente Finanzkonzepte mbH

Street

Stiftsbogen 53

PC / City

81375 München

County

Upper Bavaria

Phone

+49 89 950006-0

Fax

+49 89 950006-22

Language skills

English, French, German, Italian

Profile/competences

Core competencies

Pension planning for small and medium-sized companies and for German subsidiaries of international companies.
Financial planning and consulting for owners, shareholders, executives and for high net worth individuals in order to optimize their personal financial situation.
All-in-one international solutions, in cooperation with selected experts, chartered accountants and lawyers.
As independent financial advisers we assist small and middle-sized company owners as well as international managers in building up capital and securing their wealth in a flexible and fiscally attractive way.
More particularly, we assist expatriates and their families in securing their standard of living at a high level now and in retirement.
Extensive Knowledge of the German market-Strong experience in market entry and penetration in various industries.
Non executive directorship for the German subsidiary of international medium-sized companies.

Key sectors / sub-sectors

  • Financial Services: Asset management
  • Financial Services: Financial and investment counseling
  • Financial Services: Insurance agents
  • Financial Services: Investment funds
  • Financial Services: Life insurance
  • Financial Services: Non-life insurance

NACE industries

  • Activities auxiliary to financial services and insurance activities 66
  • Activities auxiliary to insurance and pension funding 66.2
  • Activities of insurance agents and brokers 66.22
  • Other activities auxiliary to insurance and pension funding 66.29
  • Activities of head offices; management consultancy activities 70
  • Management consultancy activities 70.2
  • Business and other management consultancy activities 70.22

Certifications

  • DIN EN ISO 9001

Sales markets - target industries

Alle Branchen

Sales markets - target countries

France, Germany, Italy, United Kingdom

Cooperation offers

not available