Unsere Partner

Choose Us

Our Promise to You

Free Consultation

Independent and tailored financial and insurance advice – at no cost to you.

Wealth Growth

Optimized strategies to enhance your financial security and prosperity.

Secure Savings

Smart concepts to secure and grow your money efficiently with minimal risk.

About Us

More Than Just Advice

  • – Your Key to Financial Security

    Are you tired of complicated financial matters and unclear insurance terms? You don’t need a standard solution – you need a plan that fits you. At Heim & Partners GmbH, we think beyond: we analyze, optimize, and secure your financial future with well-thought-out strategies and tailored solutions.


    🔹 Customized insurance & financial solutions for your security
    🔹 Clear strategies instead of confusing contracts
    🔹 A partner who truly listens and is there for you


    Let’s realize your vision together. Your future deserves the best planning. Are you ready?

This is how it works

Schedule an Appointment

Book a convenient appointment—online or in person.

Initial Consultation

Your first meeting with your personal financial expert.

Financial & Insurance Plan

Receive a tailor-made plan optimized for you.

Our Services

Our Solutions for Private Individuals

Pension Solutions

Secure your future with tailored pension solutions – for retirement, disability, and risk protection.

Household & Liability Insurance

Optimal protection for your home and daily life – reliable, personalized, and transparent.

Car Insurance

Drive worry-free with the right insurance – liability, partial, or comprehensive coverage.

Health Insurance

Find the best health insurance for your needs – we compare options and provide personalized advice.

Legal Protection Insurance

Your strong partner in legal disputes – privately and in traffic. We ensure your protection and enforce your rights.

Tax Declaration

HEIM & PARTNERS GMBH offers you the opportunity to have your private tax return prepared simply and professionally by our partner.

Our Services

Our Solutions for SMEs

Property Insurance

Unexpected damage to buildings, inventory, or vehicles can result in high costs. With our property insurance, you remain financially secure.

Financial Insurance

These insurance policies protect your business from liability claims and financial losses.

Accident Insurance & Daily Sickness Benefits (UVG & KTG)

Protecting your employees is legally required and ensures the financial stability of your business.

Pension Funds & Retirement Planning (BVG & 3rd Pillar)

Ensure your employees’ future with a corporate pension plan.

Our Team

Our Team

Luminita Heim

CEO

Lucian Stefan

Head of Accounting & Financial Controlling

Ramona Stefan

Head of Administration