Independent financial and insurance advisory as insurance broker and fee-based financial investment advisor from Leipzig
Finanzrebellen GmbH
LeipzigNew on Amplifa
About Finanzrebellen
Finanzrebellen GmbH is an independent financial consulting company based at Augustusplatz 9 in Leipzig. The team advises private individuals, self-employed persons and companies on financial concepts, insurance consulting, investment consulting, real estate financing, retirement provision, wealth accumulation and business consulting. As an insurance broker (§ 34d GewO) and fee-based financial investment advisor (§ 34h GewO), the company is also active as a real estate loan broker (§ 34i GewO). The consulting is figures- and evidence-based; complex matters are presented transparently and in a comparable way, and intransparent contracts and expensive contract structures are rejected. Since 2019, the company has been sharing its knowledge publicly on social media channels such as Instagram, YouTube and TikTok. Finanzrebellen GmbH was founded in 2023 and is registered as a European word mark.
- Site
- Leipzig
- Processes
- Financial Concept, Insurance Consulting, Investment Consulting, Real Estate Financing, Retirement Provision, Wealth Accumulation, Business Consulting
- Materials
- Financial Concept, Occupational Disability Insurance, Private Health Insurance, Investment Consulting, Real Estate Financing, Retirement Provision and Wealth Accumulation
- Certificates
- License § 34d GewO (Insurance Broker), License § 34h GewO (Fee-Based Financial Investment Advisor), License § 34i GewO (Real Estate Loan Broker), Professional Liability Insurance (EU-wide), Intermediary Register Entry, Consumer Dispute Resolution (Ombudsman Offices)
- Industries
- Financial Consulting
- 01
Analysis of the overall financial situation and cost structures
- 02
Creation of an individual financial concept
- 03
Market comparison of insurance policies, investments and financing
- 04
Implementation of the selected solutions
- 05
Ongoing support and optimization
Services and Consulting Approach
Financial Concept
Holistic analysis of all financial areas from insurance to investment, individually tailored to the client.
Occupational Disability Insurance
Comparison and consulting on biometric risk coverage.
Private Health Insurance
Consulting on tariffs and the price-performance ratio of private health insurance.
Investment Consulting
Optimization of existing investments and creation of new, cost-optimized investment strategies.
Real Estate Financing
Brokerage of suitable banks for owner-occupied or investment property financing.
Retirement Provision and Wealth Accumulation
Efficient structuring of provision and long-term wealth accumulation.
Location
Leipzig
DEHead Office/Location
- Materials
- Financial Concept, Insurance Consulting, Investment Consulting, Real Estate Financing
- Consulting Office
- Online Consulting Appointments
Consulting Fields
Inside the production
Industries
Additional services
Professional Law, Supervision and Liability Coverage
The activities require licenses under § 34d, § 34h and § 34i GewO and are covered by professional liability insurance with ERGO Versicherung AG at the statutory amount. The company is registered in the intermediary register and is subject to supervision by IHK Leipzig or the City of Leipzig as well as BaFin for investment strategy and investment recommendations.
| Evidence | Leipzig |
|---|---|
| License § 34d GewO (Insurance Broker) | |
| License § 34h GewO (Fee-Based Financial Investment Advisor) | |
| License § 34i GewO (Real Estate Loan Broker) | |
| Professional Liability Insurance (EU-wide) | |
| Intermediary Register Entry | |
| Consumer Dispute Resolution (Ombudsman Offices) |
Company History
- 2014
Decision by Joschka Birkigt to change the rules of financial consulting; followed by further training and active experience as an investor
- 2019
Start of public knowledge sharing on social media
- 2022
Andreas Esch, previously working at a bank, joins the team
- 2023
Founding of Finanzrebellen GmbH; Andreas Esch acts as managing director and consultant