Expat Wealth Compass
Who I help: Mobile Professionals Navigating Investments and Retirement in Germany.
Expat Wealth Compass provides clear, independent financial education and retirement planning guidance for internationally mobile professionals living in Germany.
Whether you are planning retirement, building an investment portfolio, or navigating financial decisions across borders, the goal is simple: clarity, confidence and long-term thinking.
About me
While working for more than thirty years in international education, I became increasingly interested in the financial challenges faced by internationally mobile professionals.
Having lived and worked in 6 countries on 5 continents, I have invested through multiple market cycles, and planned my own retirement in Germany. I understand many of the questions expats face when managing investments and preparing for retirement.
Expat Wealth Compass was created to provide clear, practical financial education and guidance for English-speaking professionals living in Germany.
My goal is simple: to help clients make informed decisions and approach their financial future with greater confidence.
How I help
Financial Checkup
A structured review of your goals, investments, retirement plans and key questions.
Retirement Planning
Helping internationally mobile professionals think clearly about retirement income, investing, and long-term financial security.
Investment Guidance
Understanding investment options, brokerage accounts and financial considerations while living in Germany.
Expat Wealth Compass does not sell financial products, accept commissions or receive compensation from banks, insurance companies or investment providers. We work for you!
Working Together
Let's start a conversation!
Step 1: Free introductory call.
Step 2: Financial Checkup.
Step 3: Personalized summary and next steps.
Tel: +49 162 486 4855
E-Mail: james.rogers@expatwealthcompass.com
Or just fill out our easy contact form.