Foundations
Personal Financial Planning
We describe how households can map their income, spending, and goals into a single coherent plan — the foundation that every other financial decision should rest on.
Foundations
Sustainability
Sustainable & Responsible Investing Concepts
We explain how environmental, social, and governance considerations can be weighed alongside financial durability when families think about how their savings are put to work over the long term.
Long Horizon
Retirement & Long-Term Planning
We write about how households can think through the decades between today and retirement, including how time horizon should influence the balance between growth and stability.
Protection
Risk Protection & Insurance Literacy
We break down how emergency reserves and appropriate insurance coverage form the protective layer that should exist underneath any long-term financial plan.
Legacy
Estate & Generational Planning
We discuss the conversations families often postpone — how wealth, property, and responsibility might be passed on thoughtfully to the next generation.
Education
Financial Education & Community Workshops
We host informational sessions in Bodenheim and share written material designed to make financial literacy accessible to people at every stage of life.
Our Method
How we approach a topic before we write or speak about it
Behind every guide we publish is a research process that borrows from both traditional financial planning and the growing body of thinking on sustainable finance. We look at how a topic has been understood historically, how thinking around it has evolved with more recent environmental and social considerations, and — most importantly — how an ordinary household might actually apply the idea to their own life.
We deliberately avoid presenting any single approach as universally correct. A plan that works well for one household's goals, timeline, and risk tolerance may be entirely wrong for another. Our aim is to equip you with better questions, not with a one-size-fits-all answer.
An Important Note
The material on this website is provided for general informational purposes only and does not constitute financial, investment, tax, or legal advice, nor a recommendation to buy, sell, or hold any financial product. CATUS AG Vermögensverwaltung does not offer paid advisory services through this website. Before making any financial decision, we encourage you to consult a licensed professional who can consider your individual circumstances.
Have a question about one of these topics?
We are happy to point you toward the right resources or share our perspective directly.
Contact Our Team