Finance, insurance & banking
We coordinate, prepare and refer. For regulated matters we work with licensed parties — Wakeel does not advise on or sell financial products.
Finance coordination
We prepare documents for your accountant and give you a clear cash-flow overview.
Does not replace the accountant — bookkeeping stays with your accountant.
Insurance & risk
We connect you to licensed advisors, manage your policy overviews and think along about the right type of cover — including the Arbo-dienst contract.
Assist-and-refer: Wakeel does not sell insurance.
Banking admin
We assist with and prepare account opening and handle the bank’s open questions.
Assistance-only — Wakeel does not open accounts.