Personal wealth planning – across Germany.
From wealth to freedom
For people who want to make more of their wealth. Personal. Clear. Independent.
- IHK-certified
- § 34d & 34f GewO
- 1,000+ clients
Satisfied clients
Assets under management
Advisers across Germany
Certified & regulated
Wealth planning
Not every investment suits every person. That is why every investment with us begins with your personal planning.
Learn more02Assets under management
Wealth that grows with trust.
Since our founding, the wealth entrusted to us has grown year after year – almost exclusively through recommendations from satisfied clients.
assets under management
Assets under management in €m, rounded — placeholder values
03Our Story
Many years, one promise.
One Vision
The Founding
Novak Investments is founded in Arzberg – born of a clear conviction: advice begins with listening.
04The Founder
„I wanted advice that listens. So I founded it.“
Lenka Novak founded Novak Investments with a simple conviction: money is not an end in itself. It is freedom - time to spend with the people who matter, opportunities, and the ability to shape your own future.
Today, 23 advisers support more than 1,000 families and businesses across Germany – independently, personally and on equal terms.
The firm has grown almost exclusively through recommendations. Because those who feel understood and well looked after recommend us to others. That is something we are particularly proud of.
05Success Stories
What trust becomes.
Wealth building and protectionThe Hellerl family
Family of five from Waldershof, clients since 2009
Dreams fulfilled together
„We have trusted Novak Investments for many years. Together, step by step, we have planned our family’s financial future. This has enabled us to fulfil our dream of having our own natural swimming pool while also making provision for ourselves and our three daughters. Today, we know that our family is ideally positioned for the long term.“
Your first step
Financial freedom begins with a conversation.
No obligation, free of charge and on equal terms. Get to know us – we listen.