Matz-Townsend Finanzplanung

Fairness as a basis
Are you looking for financial advisors who put fairness and professionalism first? Independent, personal advice and continuous relief in financial decisions? You want financial concepts that are holistically tailored to your interests, your family's life planning or your business goals?
Then you have come to the right place.

The focal points of our owner-managed company are financial planning, pension strategies, generational advice, investment fund portfolios and health insurance.

We bring time, fine ears and decades of experience to help you set the right course for your finances. So that you can shape your future in a stable, low-risk and profitable way for the long term. We are experienced market experts, always keep an eye on current developments in the economy and politics and focus on long-term returns and risk avoidance. And: we are thorough, explain and ensure transparency around all steps and decisions.

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Cathy J. Matz-Townsend

Financial planning and provision

Graduate in business administration (FH), Certification as a certified financial services provider specialising in health insurance and strategic pension planning from FiFa Verband Finanzdienstleistung (Financial Services Association)


John Townsend

Investment fund portfolios

Studied at the London School of Economics - B.Sc. (Econ) and at the University of Santa Clara in California - MBA, Fellow of CISI Chartered Institute for Securities & Investment (U.K.), Decades of experience in the investment markets



  • Private Kranken-Vollversicherung
  • Gesetzliche Krankenversicherung
  • Kranken-Zusatzversicherungen

Weitere Personenversicherungen

  • Pflegeversicherung
  • Dread-Disease- Versicherung (schwere Krankheiten)
  • Berufs-/Erwerbsunfähigkeit
  • Absicherung gegen Todesfall
  • Unfallversicherung


  • Offene Investmentfonds
  • Geschlossene Investmentfonds

Contact details

Association memberships

Bundesverband Deutscher Versicherungsmakler e.V. (BDVM)germanBroker.netgut beraten


This broker has the following trade licences:

Status: Versicherungsmakler

  • Versicherungsvermittler (§ 34 d GewO)
  • Finanzanlagenvermittler (§ 34 f GewO)
  • Offene Investmentvermögen (§ 34f Abs. 1 S. 1 GewO)
  • Geschlossene Investmentvermögen (§ 34f Abs. 1 S. 2 GewO)
  • Imprint

    Customer recommendation

    Certified broker


     of 5

    unreservedly recommendable
    30 reviews (thereof 30 from other sites) To the overview


    positive throughout

    Overall rating company


    Reviews total


    of 5

    (30 Reviews total - thereof 30 from other sites )

    Total recommendations

    unreservedly recommendable


    99 %

    Ratings according to main criteria



    Customer service:


    Benefits and added value


    Product and performance


    Advice and information


    30 ratings from other pages

    (30 reviews)


    (30 reviews)

    Contact Matz-Townsend Finanzplanung:


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