Dr. Marina Thomas

Client Journey

Marina is a very dedicated dentist and entrepreneur, who put the wellbeing of her company ZZE AG and team at the top of her priorities.

She considered investing her income to generate more returns. However, her knowledge of the financial market was limited, as neither she had ever invested before and also had limited time to involve in learning and testing. The idea of creating an investment portfolio overwhelmed her, as she feared that she would lose the money she gained after so many years of hard work.

Still, desired to have more stability and certainty about her financial security. She also envisioned having the chance to travel around the world after a fruitful entrepreneur's journey as dentist.

The Challenges

Our team supports Marina with:

• Overcoming her investing-related fears caused by a wrong advisor in the past
• Creating her first investment portfolio aligned with her personal family goals
• Creating an investment portfolio, that contributes to her life-plan as entrepreneur and enjoying life once it is the right time

The Results

• Marina has peace of mind concerning her financial situation and long term stability
• She has a plan that will enable her to pay off a mortgage to her new apartment and in the next years
• The loan on the practise is being dealt by her corporate bank for practises
• Marina has created another source of income, next to working as a dentist and putting her money to work