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Wakeel

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.

Frequently asked questions