Financial analysis according to DIN standards SchillingTeam "DEFINO-certified financial advisor" File folders, printers, layouts, letters or envelopes - all are adapted to the DIN A4 format. The strict specification for a sheet of paper simplifies many work processes. Can such a standard also be applied to a complex process such as financial advice? Last year, the DIN committee, which included DEFINO and DIN as well as consumer advocates, scientists and well-known representatives of the German financial services industry as well as tax and auditing companies such as Stiftung Warentest and the German Consumer Council, developed a DIN standard for financial analysis for Private households implemented: DIN SPEC 77222. SchillingTeam has stood for consumer protection-oriented customer advice since 1975 and we are continuing this path continuously. That is why we have had an extensive test certified and in future we will carry out our customers' financial analysis according to the DEFINO - Deutsche Finanz Norm® rules. DEFINO advice creates transparency and is understandable and comparable for the consumer. The aim is to provide optimal advice tailored to the needs and objectives of our customers. In order to achieve this goal, this set of rules was defined, with which we guarantee an excellent quality of advice for you, based on a generally applicable and binding standard in financial advice. What do you get out of it? The objective and measurable financial analysis creates transparency for consumers about their own necessary security, provision and asset planning measures. For the first time, you will receive clear, independent recommendations and priorities based on DIN standards, which insurances and investments are recommended in your situation (e.g. as a single, family, at a young age or in old age), in what amount and in order of importance. Thanks to the standardized process, you always get the same result, regardless of whether you are being advised by a consultant from Munich or Hamburg. Hierbei werden Ihre derzeitige Situation und die bisherigen Absicherungen (Versicherungen und Vermögensanlagen) analysiert. Ein daraus berechneter Finanzfahrplan zeigt Ihnen Lücken und Überversicherungen auf. Ob und wie Sie damit weiter vorgehen - entscheiden Sie. Gerne unterstützen wir Sie bei der Umsetzung des Beratungsergebnisses. Sollten sich bei Ihnen Deckungslücken im Finanz- und Versicherungsbereich ergeben, die Sie mit unserer Hilfe schließen, erstatten wir Ihnen den Pauschalpreis. Die komplette DEFINO Analyse ist für Sie dann kostenlos - aber garantiert nicht umsonst! Denn Sie können nun guten Gewissens für sich und Ihre Familie in die Zukunft blicken mit erstklassig aufgestellten Finanzen und Versicherungen. Use our DEFINO certification to your advantage! Benefit from transparent and trustworthy advice as well as an examination of the necessity of your existing security, pension and asset planning measures according to DIN standards. Arrange your personal consultation appointment quickly! You can also find detailed information on the subject of certified DEFINO consultants at www.gesellschaft-finanznorm.de . Home pagecustomers recruit customersContact We are there for you personally: Kirchstrasse 36 63512 Hainburg We advise you personally by appointment. Telephone: 06182 9503-300 Fax : 06182 9503-500 service@schillingteam.de Karte Satellit Kurzbefehle Kartendaten © 2021 GeoBasis-DE/BKG (©2009), Google Nutzungsbedingungen Fehler bei Google Maps melden Newsletter customers recruit customers data protection imprint