About us

Advice that listens.

Novak Investments is an owner-managed advisory firm for people who want to build, protect and shape their financial future with foresight.

23
advisers across Germany: 1.000+
families and entrepreneurs under our care: €100 million+
assets under management

Lenka Novak

Founder & Managing Director

Why we exist

Over two decades in the financial sector, Lenka Novak kept seeing the same thing: people were being sold products. Yet hardly anyone asked them the most important question: How do you want to live?

In 2020, she drew the conclusion and founded Novak Investments - an advisory firm that begins with listening and ends with a plan. Personal. Independent. Honest.

Today, more than 1,000 families, private individuals and businesses place their trust in Novak Investments. Together, we look after assets of more than 100 million euros. We have grown almost exclusively through recommendations – something of which we are particularly proud.

Our philosophy has remained simple: financial freedom through intelligent investments – with personal and honest advice.

„In the end, it is never just about money. It is about the life you want to live.“

Insights

Advice that stays personal.

Handwritten notes on a savings plan with a Novak pen

Listen first

Your goals determine the strategy – not our product list.

Full transparency

Every fee, every recommendation, every decision: documented transparently and comprehensibly.

Independence

No bank behind us, no quotas, no conflicts of interest.

Long-term thinking

We are measured in decades, not quarters.

Careers

Become part of our team.

We are growing – and looking for people who listen first and advise afterwards. If you see advice as a matter of trust, we should get to know each other.

Explore careers

Our team