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Hi, I am Oliver

Helping finance leaders focus on what matters most — their clients
Strategy | Digitalization | Process Optimization for Family Offices

What I do

I partner with finance leaders and business owners to define their strategic focus, sharpen their value proposition, and turn plans into action. Through process optimization, workflow improvements, and tailored solutions, I help them create the capacity to deliver exceptional value to their clients.Drawing on experience across finance, technology, and international business, I combine strategic insight with practical implementation. My goal is straightforward — to help you operate with greater clarity, efficiency, and purpose.Let’s discuss how you can simplify operations and strengthen the relationships that matter most.

Embracing Change – Grounded in Principles

Change has become the only constant. With technology, data, and AI reshaping the way we work, new possibilities emerge every day. For forward-thinking leaders, this evolution offers tremendous opportunity, but also the challenge of focus.As productivity tools multiply and information flows faster than ever, it’s easy to be swept away by what’s possible. The real advantage lies not in doing more, but in doing what matters most.As David Allen said, “You can do anything, but not everything.”In times of rapid transformation, clarity of purpose and strong guiding principles become the true compass. Knowing what you value — and why — allows you to adapt with confidence, focus your efforts, and create meaningful, lasting impact.

Gaining Perspective through books

In a world flooded with quick takes, constant updates, and algorithm-driven feeds, true understanding rarely comes from skimming. It comes from depth.While I stay open to new ideas from articles, posts, and conversations, I dedicate time each week to reading books. They allow me to slow down, think critically, and engage with the structured thoughts of great minds. Books offer what digital snippets often cannot: perspective, coherence, and the opportunity to challenge and refine one’s own principles.The following selection of titles has shaped how I think about leadership, strategy, decision-making, and personal growth. Each one has influenced how I approach my work with clients and how I navigate change and complexity myself.

Continuous Learning — A Foundation for Growth

In a world where technology and business evolve faster than ever, staying curious is essential. I view education not simply as collecting certificates, but as a way to deepen perspective, refine judgment, and stay adaptable in an ever-changing landscape. Lifelong learning enables me to bring fresh, relevant insights to every project and conversation.

What Drives Me

As an avid reader and lifelong learner, I am constantly expanding my understanding to uncover insights that help me contribute more effectively to the success and well-being of those around me.I believe true purpose comes from creating tangible value for others. Clearly articulating why, how, and what we do makes our work more meaningful and rewarding. The best outcomes arise where professional skill, a deep understanding of those we serve, and personal motivation intersect.At this stage of my life, my focus is on helping individuals and businesses align their activities with purpose, navigate a dynamic environment, and translate aspirations into actionable plans. I place particular emphasis on aligning time and resources with what truly matters. The daily choices we make, shaped by our schedules, tasks, and habits, compound over time and profoundly influence long-term outcomes.
Together, we can maximize your potential, clarify complexity, and achieve lasting impact.

Strategy · Process
· Client Value

I partner with finance leaders, family offices, and wealth managers to clarify their focus, optimize operations, and translate strategic goals into actionable results. My work helps organizations serve clients better, strengthen internal workflows, and create lasting impact.

My Approach is structured around three guiding steps:
Your WHY
Understand the purpose of your business and the customers you serve. Clarifying your value proposition and core priorities forms the foundation for all strategic decisions.Your HOW
Define strategies and initiatives that will have the greatest impact. We focus on the priorities that matter most, ensuring alignment with your long-term vision.Your WHAT
Implement practical, actionable solutions — from workflow optimization and process improvements to targeted automation or digitalization. We establish clear execution and communication channels to ensure results are delivered.

Focus Areas:
1. Understanding your clients and what truly drives their decisions
2. Designing clear, engaging customer journeys
3. Aligning strategy, resources, and processes around client value
4. Streamlining workflows to save time and reduce complexity
5. Implementing practical solutions that enhance efficiency and client experience
6. Supporting strategic growth and sustainable business development

The Result:
By combining strategic insight with hands-on implementation, I help finance leaders focus on what truly drives value, strengthen client relationships, and achieve measurable outcomes.

Get in touch

Every meaningful change starts with a conversation. Let’s talk about your goals, challenges, and how we can build the right solutions to help your business thrive.

My reading list:

These books have deeply influenced my work and thinking. Each offers valuable insights and perspectives that continue to shape how I approach strategy, decision-making, and personal growth. The list is not ranked by importance.

1. "Nudge: Improving Decisions About Health, Wealth, and Happiness" by Richard H. Thaler and Cass R. Sunstein.
2. "The Greatest Salesman in the World" by Og Mandino.
3. "Flip the Script: Getting People to Think Your Idea Is Their Idea" by Oren Klaff.
4. "The 7 Habits of Highly Effective People: 30th Anniversary Edition" by Stephen R. Covey, with a foreword by Jim Collins and contributions from Sean Covey.
5. "The One Thing: The Surprisingly Simple Truth Behind Extraordinary Results" by Gary Keller.
6. "The Geometry of Wealth: How to Shape a Life of Money and Meaning" by Brian Portnoy.
7. "Principles: Life and Work" by Ray Dalio.
8. "The Art of Taking Action: Lessons from Japanese Psychology" by Gregg Krech.
9. "Thinking, Fast and Slow" by Daniel Kahneman.
10. "Leaders Eat Last Deluxe: Why Some Teams Pull Together and Others Don't" by Simon Sinek.
11. "The Psychology of Money: Timeless lessons on wealth, greed, and happiness" by Morgan Housel.
12. "Building a StoryBrand" by Donald Miller
13. "The World's Best Buyer Persona System: The Buyer Persona Reimagined: Not Who They Are but HOW THEY THINK!" by Stormie Andrews
14. "Never Split the Difference: Negotiating as if Your Life Depended on It" by Chris Voss
15. "How to Grow Your Small Business" by Donald Miller
16. Mastery by Robert Greene
17. "Mind For Numbers: How to Excel at Math and Science by Barbara Oakley
18. Organize Tomorrow Today: 8 Ways to Retrain Your Mind to Optimize Performance at Work and in Life by Jason Selk, Tom Bartow, Matthew Rudy
19. Essentialism: The disciplined Pursuit of Less by Greg Mckeown
20. The Dhandho Investor: The Low-Risk Value Method to High Returns by Monish Pabrai
21. Entrepreneur Revolution: How to Develop your Entrepreneurial Mindset and Start a Business that Works by Daniel Priestley
22. How to Find the Work You Love by Boldt, Laurence G.

Courses & Certifications

Each of the following programs has shaped how I think and work. They provided practical tools and frameworks that I apply in my advisory and coaching engagements.

Finance

Project Management

Data Analysis

My Professional Background

With extensive experience in various roles, I bring a diverse skill set to the table:Advisor to the Management of Family Office & Financial Planning Firm: Providing strategic advice on process optimization and business development.Partner Business Consultancy Firm: Providing strategic guidance to small and medium-sized firms.Business Consultant for a Tech Startup: Assisting in developing and executing their business strategies and pilot testing.Finance Consultant for FMCG Trading Company: Offering financial expertise to optimize trading operations.Director in Private Banking: I provided high net-worth individuals with personalized advice and service, including cross-functional banking services such as commercial banking & investment banking services.Financial Services Operations: My financial operations experience spans payment services, the early stages of Internet banking, and securities operations such as (transfers, corporate actions, SLB, and custodian services).

Companies I am associated with

FinanzPlanung360 GmbH
Financial Planning Company in Neumünster, Schleswig-Holstein, Germany.
Website: finanzplanung360.com

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