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We Exclusively Help Expats In Germany With Their Wealth Planning

At LeX-Wealth we specialise in providing expats in Germany with tailored solutions for their pension, savings and insurance needs.

A nighttime aerial view of Berlin's city skyline, featuring the illuminated Berlin television tower.
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We Exclusively Help Expats In Germany With Their Wealth Planning

At LeX-Wealth we specialise in providing expats in Germany with tailored solutions for their pension, savings and insurance needs.

Lex-Wealth logo
Happy businessman and businesswoman shaking hands at group board meeting

If you are interested in protecting and growing your wealth, call us to set up a free consultation with one of our expert advisors.

About LeX-Wealth

At LeX-Wealth, we offer expats in Germany expert, independent financial advice with a focus on truly personalised service tailored to your needs. Whether you’re planning for retirement, building savings, or securing insurance, we tailor every solution to fit your unique goals. With access to the entire market, we help you maximise tax efficiency, protect your wealth, and plan for your future with confidence.

Our Mission

At LeX-Wealth, we understand that exceptional service is just as critical as expert financial advice. That’s why, as a valued client, you’ll have a dedicated Adviser and Relationship Manager to provide tailored, ongoing support designed around your unique financial needs. Whether your goals include building wealth, securing insurance, or protecting your family’s future, we’re here to help you achieve growth, security, and peace of mind.

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Raising Industry Standards

Raising Industry Standards

€32M

In Contracted Policies

20+

Nationalities We Support

1500+

Policy Oplions Available

180+

Partners In The Industry

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.

Testimonials

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Meet The Team

Our mission is to transform the financial futures of expats in Germany through personalised advice and exceptional service. We prioritise understanding and listening to our clients, tailoring our guidance to meet their unique needs. Guided by our core values of competence, integrity, and professionalism, we are committed to delivering expert financial solutions that enhance your life and provide long-term security.

Darren Tarrant

Managing Director

Darren Tarrant
Sonja Lang

Advisory Board

Sonja Lang
Ryan McRae

Head of Operations

Ryan McRae
Damien Mijatovic

Business Development Manager

Damien Mijatovic
Dabar Reimer

Associate Wealth Advisor

Dabar Reimer
Ryan Dean

Relationship Manager

Ryan Dean
David Grime

Relationship Manager

David Grime
Kirsty Hamilton

Executive Assistant

Kirsty Hamilton

Get in Touch

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