Financial and wealth planning, insurance, real estate financing and corporate pension solutions from Ismaning near Munich.
AERA Kapital- und Finanzplanung GmbH
Ismaning (Headquarters / Office)New on Amplifa
About AERA Kapital- und Finanzplanung GmbH
AERA Kapital- und Finanzplanung GmbH is a financial and insurance broker based in Ismaning near Munich. Founded in 1981 by Helmut Scherber, the company offers tailored financial concepts for capital accumulation, protection and retirement provision. Its range of services includes financial planning, asset management, advice on and brokerage of investment funds, insurance, real estate as a capital investment, as well as real estate loan and construction financing brokerage. For companies, it develops concepts for company pension schemes (bAV) and company health insurance (bKV). Its clients are private individuals and companies in the greater Munich area and throughout Germany. Since 2020, the team of six employees has relied on digital processes with a customer app, web-based contract access and online consulting. The managing director is Jochen Obereder; the company founder remains active as a senior consultant.
- Site
- Ismaning
- Processes
- Financial planning, Asset management, Advisory/brokerage of investment funds, Insurance (insurance broker), Real estate as a capital investment, Real estate loan brokerage / construction financing, Company pension schemes (bAV), Company health insurance (bKV)
- Materials
- Financial and Wealth Planning, Investment Funds / Asset Management, Insurance, Real Estate & Construction Financing, Corporate Provision (bAV/bKV)
- Certificates
- Licence pursuant to § 34 d GewO (insurance broker), Licence pursuant to § 34 f GewO (financial investment broker), Licence pursuant to § 34 i GewO (real estate loan broker)
- Founded
- 1981
- Employees
- 6
- Industries
- Private clients (financial and pension advisory services), Companies (corporate provision)
- 01
Initial consultation and analysis of the financial situation
- 02
Development of individual financial concepts
- 03
Brokerage of suitable products
- 04
Digital administration and ongoing support
Range of Services
Financial and Wealth Planning
Individual concepts for wealth accumulation, protection and retirement provision for private clients.
Investment Funds / Asset Management
Advice on and brokerage of funds as well as asset management.
Insurance
Advice and brokerage as an insurance broker pursuant to § 34d GewO.
Real Estate & Construction Financing
Real estate as a capital investment as well as real estate loan brokerage pursuant to § 34i GewO.
Corporate Provision (bAV/bKV)
Retirement provision and healthcare concepts for companies and their employees.
Location
Ismaning
DEHeadquarters / Office
- Materials
- Financial planning, asset management, insurance, bAV/bKV, real estate financing
- Customer app
- Web-based contract and document management
- Online consulting
Advisory Fields
Inside the production
Industries
Additional services
Advisory Expertise
Licences as an insurance, financial investment and real estate loan broker pursuant to §§ 34 d, f, i GewO; the supervisory authority is the Chamber of Industry and Commerce for Munich and Upper Bavaria. Registrations in the broker register: D-67JJ-ZRYUO-68, D-F-155-M16I-37, D-W-155-Z59R-54.
| Evidence | Ismaning |
|---|---|
| Licence pursuant to § 34 d GewO (insurance broker) | |
| Licence pursuant to § 34 f GewO (financial investment broker) | |
| Licence pursuant to § 34 i GewO (real estate loan broker) |
Company History
- 1981
Founding of AERA Kapital- und Finanzplanung GmbH by Helmut Scherber with a focus on construction financing advisory services
- 1980er
Expansion to include advice on tax-privileged capital investments, especially real estate
- 1990er
Transition to holistic financial and wealth planning
- 2020
Integration of PARI NOBEL Finanzcoaching e.K. (Jochen Obereder) and switch to digital processes