The AWD Group creates transparency and financial advantages by providing holistic advice
“Since AWD was founded, holistic advice has been a maxim of our entrepreneurial activity. Our customers can freely select from a broad range of investment and retirement products offering attractive benefits. With the help of our advisers, they gain the advantages
of low contributions, higher yields and attractive grants and tax benefits – in other words, complete financial planning. This has ensured the advice success and rapid growth of the past years, and will remain the basis of our proven business model in the future.”
Carsten Maschmeyer, founder of AWD Holding AG
The average age of people in AWD Group’s regions continues to increase. As the demographic change places an unsustainable financial pressure on the state, the level of pension provided by the public social systems is continuously reduced. This implies that in the future, the state pension will only provide a basic income – the pension gap for people of pensionable age is set to grow. Therefore the need for advice and support is enormous.
The business model with needs-orientated financial planning leads to increasing revenue in AWD’s core markets. The AWD Group systematically identified those markets with growth potential and subsequently focussed on their expansion and on the implementation of its core competency: best-select financial planning.