Helping Expats Protect, Preserve and Grow Their Wealth

Your financial future in Germany deserves expert attention. LeX-Wealth offers tailored financial planning and tax-efficient solutions that adapt to your needs as an expat. From simplifying complex systems to maximising opportunities, we provide a clear path to your goals.

€42M

In Contracted Policies

20+

Nationalities We Support

1500+

Policy Options Available

180+

Partners In The Industry

Tailored Financial Solutions for Expats in Germany

Are you an expat living in Germany and striving to secure your financial future? Our experienced advisors specialise in guiding expats through Germany's financial system. We simplify complex processes, tailoring solutions to help you build wealth and safeguard what matters most to you.

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Our product knowledge and strong relationships with major providers means we can help expats plan for their future with ease.

Our Partners

LeX-Wealth specialises in providing independent financial solutions for expats in Germany. With partnerships across 180+ trusted providers—many with over 100 years of expertise—we provide tailored, secure, and reliable financial services designed around your specific goals.

Tax-Efficient Savings

Save smarter with tax-efficient solutions built for growth. LeX-Wealth provides expats with options that enhance wealth accumulation and limit tax impact, putting you in control of your financial future.

Retirement Planning

Secure a future that supports your goals with tax-efficient retirement savings. Germany offers various pension plans designed to help expats and residents build a strong financial foundation for later life, complemented by expert guidance from LeX-Wealth

Junior Saving Plans

Build a legacy for your child with a secure, tax-smart savings plan. Germany offers unique opportunities to grow wealth for your child’s future, enabling them to reach their life goals with confidence.

Healthcare Insurance

Enjoy personalised, cost-efficient health coverage that meets your needs. Germany’s healthcare system allows expats to tailor their insurance for effective, affordable care, keeping you covered without overspending.

Income Protection

Protect your income and maintain financial stability. Germany’s income protection options safeguard you against life’s unexpected challenges, so you can focus on recovery with full financial support.

Term Life Insurance

Ensure your family’s financial security with life insurance that fits your needs. Affordable and flexible, Germany’s term life insurance plans provide valuable peace of mind for you and a secure future for those you love.

Corporate Solutions

Stand out as an employer of choice with tax-optimised corporate benefits. LeX-Wealth’s corporate solutions in Germany offer tax-efficient pension and insurance packages that boost employee satisfaction and show your commitment to their long-term well-being.

Our Services

LeX-Wealth simplifies financial planning for expats in Germany by offering tailored solutions and highly personalised support. Our English-speaking advisors work closely with you to understand your individual goals, guiding you through each step of the process. With deep product knowledge and strong partnerships across leading financial providers, we deliver options uniquely suited to your needs, ensuring clarity, confidence, and peace of mind.

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A core focus on providing world-class service from qualified advisers

Why LeX-Wealth

At LeX-Wealth, our mission is to elevate industry standards by delivering exceptional service to our clients. Our tailored approach enables us to deeply understand their unique needs and offer a level of service that stands unmatched in the marketplace.

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RETIREMENT PLANNING

Money Saving Concept. Excited black mom and daughter putting coins into piggy bank, free s

JUNIOR SAVINGS PLANS

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HEALTHCARE INSURANCE

INCOME PROTECTION

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TERM LIFE INSURANCE

OUR SERVICES

At LeX-Wealth, we offer a range of tailored solutions designed specifically for expats living in Germany. Our team of qualified English-speaking advisors is here to guide you every step of the way. With deep product knowledge and strong relationships with leading providers, we simplify the process, ensuring you receive the best options for your financial needs.

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Testimonials

Alexandra, Frankfurt

Since connecting with my advisor at LeX-Wealth some years ago, coinciding with my move to Germany, I've had the privilege and benefit of their expertise, experience and knowledge of the German, UK and international markets. They continue to provide invaluable guidance on long term financial goals, navigating personal circumstances and targets effectively.

Ryan, Berlin

My advisor helped me tremendously with my pension planning. They were extremely knowledgeable, patient and thorough. I would highly recommend LeX-Wealth for any of your financial planning needs.

Matt, Munich

Having emigrated to Germany from South Africa, was challenging in itself with all the German bureaucracy and sets of new rules and regulations, my advisor was able to assist with all my financial needs and explained everything in way an expat could understand the complicated German financial system. Not only was the team at LeX-Wealth able to assist with wealth management and retirement planning, but also, private medical insurance. Not only am I receiving better cover, but it is also cheaper. Not something I would ever think I could say in Germany. Thanks to their team, I can plan for the future in a pragmatic realistic way and feel assured I am in good hands. I would recommend the LeX-Wealth team to all expats living in Germany who would like to see their wealth and current financial status grow.

Catherine, Berlin

I am very happy to recommend working with LeX-Wealth. Their team are incredibly knowledgeable and able to work with specific and complex financial situations for expats in Germany. They distill complicated subjects to what's most important and makes the process of retirement planning simple and relaxed.

Alex, Frankfurt

When I moved to Germany, I was battling to understand the retirement funding and investment landscape. Connecting with my advisor at LeX-Wealth has enabled me to work with someone who understands the complexities of these environments in Germany, and they have been able to provide guidance and expertise, which have provided me with investment options that are more progressive than those offered by the banking industry in Germany. The options he has provided me with, are more aligned to those which I experienced in South Africa. In addition, my advisor provided me with clarity about retirement funding in Germany. Explaining how the funding through the social system works and helping me to plan for my retirement needs. I highly recommend LeX-Wealth to anyone who finds themselves in Germany, especially as a non-German native. Anyone that needs advice and guidance concerning investment options that match your risk and return expectations and retirement planning that considers your personal circumstances, should definitely connect and work the team at LeX-Wealth.

Kim, Berlin

My advisor at LeX-Wealth listened to all my needs and requirements and gave me comprehensive advice on my financial planning. They took the time to explain complex systems and terms so I felt at ease with my decisions. I would thoroughly recommend their services. They're knowledgeable and patient and I feel secure trusting my finances with their team.

Angela, Mannheim

We had the pleasure of working with LeX-Wealth. Our advisor is very clear and informative, always explaining the options and benefits in a way that is easy to understand. They are also jovial and professional, making the process enjoyable and stress-free. Our advisor is always responsive and attentive to our needs and questions. We highly recommend LeX-Wealth to anyone looking for a reliable and trustworthy brokerage.

Reza, Berlin

My advisor is very patient and is able to explain all the complicated details associated with pension and insurance. I can recommend LeX-Wealth to anyone looking for English-speaking advisors in these areas, especially within Germany.

Finbarr, Heidelberg

LeX-Wealth recently completed a review of my personal finances. My consultant was very thorough and took the patience to collect all the details and I felt the investment recommendations they provided were impartial and in my best interest. My consultant has specific knowledge about the German tax and pension systems so perfect for German based people looking for advise in English. I can fully recommend LeX-Wealth.

Shiva, Herzogenaurach

I'm thankful for LeX-Wealth's expert guidance and insights in helping me choose the right health insurance plan. Their professionalism and knowledge were invaluable in making an informed decision. I highly recommend LeX-Wealth to anyone seeking expertise in Tax-Effectiveness and Financial Planning in the DACH region.

Inês, Berlin

I highly recommend LeX-Wealth for their exceptional assistance in helping me navigate the complexities of tax efficiency and health insurance frameworks in Germany. Their expertise in financial planning was crucial. They clearly explained the details of each option, ensuring I made informed decisions. Their professionalism and dedication were evident throughout the process, as they promptly addressed all my questions and tailored their advice to my specific needs. For anyone seeking a knowledgeable and reliable advisor in these fields, LeX-Wealth is an excellent choice!

Vincenzo, Munich

I can totally recommend LeX-Wealth and their services. I have been impressed by their professionalism, meticulous attention to details in all documentation and transactions, and the compelling nature of the products they could offer.

Arjun, Frankfurt

I am appreciative for the LeX-Wealth team for reaching out as they have provided me with helpful and insightful information for my finances here in Germany. Over a few meetings, my advisor took the time to understand my situation and highlights the benefits and drawbacks to each decision. I feel positive about the next steps and look forward to working further with the LeX-Wealth team.

Andrew, Herzogenaurach

As an expat living and working in Germany, I struggled for years to find a financial advisor who could best help me clearly understand the challenging German pension, insurances and investment landscape. Through a colleague, an advisor at LeX-Wealth was recommended to me and was honestly a game changer. In a few short sessions, we were able to plan an investment strategy that best suited my profile and aligned with what was important to myself and my family. Patient, thorough and very professional my only regret is that I did not meet my advisor at LeX-wealth earlier in my professional career.

Pierre, Berlin

As a newcomer to Germany, my advisor at LeX-Wealth immediately made me feel that my finances were in capable hands. They have a real talent for explaining the German investment landscape in a simple manner, and I found their advice to be honest, pragmatic and comprehensive. If you're looking for a financial planner that will listen carefully to your needs and turn them into a solid financial plan, I can strongly recommend LeX-Wealth.

"LeX-Wealth has been an absolute lifesaver for me as an expat in Germany. They took the time to understand my financial situation and provided tailored solutions for my pension and savings. I feel much more secure about my future now, knowing that my finances are in good hands."

Frankie B.

"I was struggling to figure out the best insurance options as a foreigner in Germany, but LeX-Wealth made the process so easy. Their team is highly professional and knowledgeable, and they made sure I got the best coverage for my needs. Highly recommend them!"

Jesse N.

"LeX-Wealth gave me peace of mind with their expert advice on pension planning and investment strategies. As an expat, I had unique financial challenges, but they provided clear guidance and personalized solutions that were perfect for me. I’m grateful for their excellent service."

Jamie L.

Testimonials

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