Opernring 1, Stiege E, Top 436-437, 1010 Wien
+43 650 2601212 | office@wikifinia.at | Arrange appointment

With independent financial advice to financial freedom.

We advise on customised solutions, work completely independently of products and represent your interests exclusively. Independent advice instead of selling products is our philosophy and for you this means: more security, more flexibility, more returns.

Free initial consultation

Services

Providing independent advice instead of selling products is our philosophy.

Independent investment advice

The focus is on preserving and growing your assets.

In the world of investment, bespoke and independent investment advice is the key to success. Our approach focuses on the careful selection of investment options that are perfectly tailored to your individual financial goals and preferences.

Independent financial advice

Advice on property investment and home finance.

Buying and financing a property is a crucial investment in your financial future. With a clear, objective perspective, we help you find the optimal financing structure that combines flexibility, security and growth potential.

Insurance advice on a fee-for-service basis

Being well insured gives you peace of mind.

Insurance is a fundamental building block for long-term financial security. Our independent insurance advice goes far beyond standard solutions and offers bespoke insurance packages tailored to the complex needs of high-net-worth individuals.

Strategic Pension Advice

Financial independence with your occupational pension scheme.

Personalised pension planning is essential for safeguarding and growing your wealth for the future. Our independent pension advisory service provides a comprehensive assessment of your financial situation to develop bespoke pension strategies that take your individual goals and aspirations into account.

INDEPENDENT

You benefit from our professional and independent advice, because our advisory concept forgoes commissions and acquisition costs.

Transparent

You benefit from our transparent and comprehensible advisory concept. We consistently focus on cost-effective, transparent and liquid financial solutions.

Tailor-made

You benefit from customised advice and product selection without having to fear that the advisor is guided by commission interests.

Fee-based consulting

The New Approach to financial services.

We advise on a fee basis, where only the know-how, the time spent, and the success are remunerated by you. We reject any overt and hidden commissions by third parties. This is the only way to achieve fair and sustainable support.

Fee-based advice has considerable advantages for you, because financial products without acquisition costs and commission linkage immediately build high values and are always flexible.

We advise on tailor-made solutions, work product-independently and exclusively represent your interests.

Our philosophy is to provide independent advice instead of selling products, and for you this means: more security, more flexibility, more returns.

 

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Known for, amongst other things,

TEAM

We are very much looking forward to meeting you in person.

OUR VALUES ARE OUR STRENGTH

We are characterised by a spirit of partnership.

Unwavering independence

Because we are only committed to you.

As your trusted partner, we operate free from external influences. Our recommendations are based solely on what is best for you, because we are not on anyone's side – except yours. Enjoy the freedom and security that our independent advice offers.

Outstanding professional expertise

Because your money is valuable.

Put your trust in expertise that does justice to your assets. Our advisers bring a thorough understanding of investments, insurance and pensions, complemented by in-depth knowledge of the global financial markets. Our professionalism safeguards your financial future.

Tailor-made individuality

Because we see you holistically.

Your wealth deserves a personal touch. We recognise that each of our clients is unique – with specific needs and goals. Our approach is to offer flexible and dynamic solutions that adapt to the different stages of your life and always achieve the best possible outcome for you and your family.

Crystal-clear transparency

Because we play with an open hand.

We believe in open accounting. Our advisory approaches are simple and straightforward, with a strong preference for solutions that are both transparent and efficient. You can access an overview of your assets at any time, supported by our comprehensive documentation of all transactions and strategy adjustments.

Advisory Services Based on Partnership

Fairness is the cornerstone of our cooperation.

With us by your side, you have more than just an adviser; you have a partner who takes your financial well-being just as seriously as you do. We are committed to open dialogue and to providing advice that is guided solely by your interests, regardless of the size of your assets.

Results-driven outcomes

Because results matter.

For us, only one thing counts: your success. By focusing on bespoke financial strategies, we help you not only to achieve your financial goals, but to exceed them. We measure our performance by the realisation of your financial dreams.

Unrivalled cost-effectiveness

Because you've worked hard for your money.

Maximise your wealth through smart, cost-effective solutions. We optimise your investments by eliminating unnecessary expenditure and consistently selecting products that are not only high-yielding but also cost-effective. With us by your side, every euro of your investment is working hard for you.

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