What we can do for you.
Caveo offers you structured, independent financial planning - individually tailored to your life situation. Our certified financial planners combine specialist knowledge with personal support and digital implementation.
Our main services at a glance.
Assets
Structure your investments sensibly - for more transparency, security and growth.
Provision
Planning your retirement provision - tailored to your stage of life, family and goals.
Taxes
Recognize your scope: We show you legal options for tax optimization.
Insurance
A structured overview of your policies - independent, understandable and without sales pressure.
Health insurance
Is your health insurance suitable for your life situation? We check tariffs and benefits in detail.
Real estate
Assessment of financing, affordability and next steps in buying or building.
Inheritance
Financial planning for security and a carefree retirement.
Financial & pension planning
Planning your retirement provision - tailored to your stage of life, family and goals.
All 7 topics, a personal financial plan.
- Analysis of all 7 topics from the app
- Personal consultation
- Clear action plan with priorities
- Reminders when a topic becomes important again later
- At a special price
Financial wellbeing, also for companies.
Financial security pays off - for your employees and your company. Caveo supports your team with individual financial advice: less stress, more satisfaction and long-term loyalty. For companies that focus on mental health, productivity and employee retention.