What our customers say
"The personal touch, the ongoing updates on current investments and the open and direct communication speak for themselves."
- Name: Florian Pfab
- Occupation: Managing Partner
- Estably customer since: December 2021
If you think back to the time before Estably – what did your financial investment look like? What prompted you to look for new opportunities?
I didn’t have a money investment in that sense until just before the pandemic. It was the crisis in the stock market triggered by COVID that made me start investing money myself in the first place. Even though I was very successful in some cases, I made equally typical and sometimes serious mistakes. This led to losses, sometimes even total losses. After two years I sold everything (despite these mistakes) with a very good profit, because I did not want to take care of my investment myself anymore. However, I still wanted to continue investing in the stock market. Thus I came to Estably.
The range of robo-advisors and digital asset managers in the German-speaking market is now large. What was the deciding factor in the end that made you choose Estably?
Even though robo-advisors are very digital and partly impersonal, I felt in good hands with Estably right from the start. The pre-contract contacts were always professional, I always had someone on the phone immediately and didn’t wait for minutes in a phone loop. All questions were answered in detail.
Even though I invested very successfully in some cases, I also made typical and sometimes serious mistakes. This led to losses, sometimes even total losses. (...) I no longer wanted to take care of my investment myself.
Did you have any doubts before the asset management deal?
Any doubts were discussed and resolved in advance. The performance of Estably speaks for itself, the shares have been selected carefully and deliberately. But one thing must be clear to everyone: investing in the stock market is not something for a few months. The time horizon should be more than 5 years if you want to invest seriously and grow.
Would you recommend Estably to others? If yes, why?
Yes, and with a clear conscience. The personal touch in a very digitalized business model, the continuous updates on current investments and the open and direct communication speak for themselves.
Finally, as a human resources expert, do you have any advice for all of us who may find ourselves in the situation of having to hire staff?
The 100% perfect match rarely exists. Rely on your gut feeling. In the end, it’s important to find the right mix of qualifications, experience and personality.
Do you have any questions about Estably? We would be happy to answer them in a non-binding conversation!
