Why we get up in the morning.

We are committed to helping you reach your goals. That is why holistic guidance is a promise our experts work on together every day.

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Tradition meets digitalization

One team for every case.

Professional sport demands maximum focus - on performance, competition and development. Everything else needs to work smoothly in the background. Our team works like a well-rehearsed squad: each advisor is a specialist in their field and takes on exactly the tasks that matter for your situation. Coordination is handled centrally, so all decisions are aligned - efficiently, discreetly and with foresight. This avoids a patchwork of individual decisions and creates a clear strategy that supports you beyond your active career.

Our focus

We support professional athletes and performance-oriented people holistically, with a focus on the special requirements of their careers: fluctuating and time-limited income, international engagements and contracts, protection of performance capacity and wealth, structured wealth building for the time after sport.
Our aim is to structure financial decisions so you can fully focus on your sport - today and in the long term.

Who we help

Our mission

We strive to increase our clients' security and quality of life as a trusted partner with tailored solutions.

Our values

Honest concepts: in our holistic guidance, we combine the services we would choose for ourselves in your situation.

Our goal

Giving you time and security so you can experience life with confidence and ease.

One expert for every specialist field.

Each of us is especially strong in a specific field. Together, our experts in financing, investments, insurance and retirement planning cover all key areas.

Leo Mitteneder

Managing director
Financial investment specialist (IHK) Wealth advisor according to DBBV Certified corporate client advisor

Specialist fields:

Leadership and development of the company group

Holistic guidance for professional athletes

high-net-worth private clients

European international business

Leo rethinks wealth advice and finance. As the conductor of our company, he leads our team and continuously improves our structures and processes.

In recent years, he analyzed hundreds of client conversations and used those insights to develop today's 360-degree professional sports concept, with which he is reshaping the professional sports market.

"I am breaking with the old system. No tie. No jargon. I speak the language of professionals - clear, direct and performance-oriented. This is advice for the 21st century."

Contact

Our service team.

Our service team supports you at any time with claims, general matters such as address changes or contract questions, as well as eVB numbers and vehicle calculations.

Erik Böhme

Erik is a trained wealth advisor according to DBBV and a financial investment specialist (IHK). At our Panketal office, he leads our international business partner team and ensures that all processes run reliably and smoothly.

Specialist fields:

Holistic guidance for private clients

Small and medium-sized companies

Expert for investments and capital assets

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Moritz Rolle

Moritz leads the service team at our Panketal office and makes sure all processes run reliably and smoothly.

Specialist fields:

Service team

Claims handling

IT infrastructure

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Matheus Dutzig

Matheus is a trained wealth advisor according to DBBV.

Specialist fields:

Holistic guidance for expats

Holistic guidance for private clients

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Melissa Sierig

Melissa is a certified wealth advisor according to DBBV.

Specialist fields:

Holistic guidance for farmers

Social media manager

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Praful Jain

Praful is a trained wealth advisor according to DBBV.

Specialist fields:

Holistic guidance for expats

Small and medium-sized companies

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Maya Takeda

Maya is a former PwC consultant with 15 years of banking experience in France and Switzerland.

Specialist fields:

Holistic guidance for expats

Contact

Ready for something new?

Take a look at our open positions.

Join the team

We are here for you - digitally and personally.

We understand our clients' everyday lives and develop solutions that truly work and create long-term value. We combine personal on-site support with modern digital ways of consulting.

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