All figures shown are illustrative and reflect the average results of our existing clients. They are not a guarantee of future performance.
Client Case Studies
Every ExpatPlan starts with a personal situation — and ends with a clear strategy that works.
problem
€70k a year on paper, but only €3,300 net in the account. No overview of the tax advantages or wealth-building options available to expats — not even a hint from his well-known employer.
solution
A personal ExpatPlan, built in just 14 days. He now reinvests half of his yearly tax advantage and spends the other half on his annual holiday.
Jayanth C.
Senior IT Consultant
problem
She only planned to stay in Germany for about 15 years, so she assumed it wasn’t worth starting anything at all — and let every tax advantage slip by year after year.
solution
Her ExpatPlan made it clear that even a 15-year horizon pays off significantly. She now captures the tax advantage every year and builds real wealth in the time she’s here — with a flexible setup and no claw-back if she leaves.
Sofía M.
Marketing Manager
problem
High income, but total intransparency: several contracts from different advisors, a heavy tax burden, and no one with the full picture. He knew he was leaving a five-figure sum on the table every year — he just couldn’t see where.
solution
His ExpatPlan consolidated everything into one strategy and made the most of his high tax base. He now reinvests the full tax advantage into his long-term wealth.
Darius F.
Senior Physician
