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Novak Investments

About us

Advice that listens.

Good advice does not begin with numbers. It begins with the person.

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

Why we exist

Everyone has a dream. For some, it is having a home of their own. For others, the trip around the world they have long dreamed of. Some want to help their children later on with a driving licence, university studies or the start of their working life. And others wish for a carefree retirement, to build a business, or simply to live with greater financial security. As different as these dreams may be, they all have one thing in common: they need a plan. And one thing we have learned from our many conversations with our clients is this: no one dreams of an investment fund. People dream of their lives. Of the possibilities they want to create for themselves. And that is exactly why we are here. Whatever your dream looks like, we will accompany you on the path towards it.

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.

Consultation at a wooden table
Handwritten notes on a savings plan with a Novak pen
01

Listen first

Your goals determine the strategy – not our product list.

02

Full transparency

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

03

Independence

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

04

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

People who think ahead.

Your personal contacts, taking responsibility on your behalf.

Lenka Novak

Lenka Novak

Founder & Managing Director

Sladjana Mayr

Sladjana Mayr

Portfolio Manager

Dennis Sieber

Dennis Sieber

Portfolio Manager

Helmut Vierlinger

Helmut Vierlinger

Portfolio Manager

Karolina Petrovic

Karolina Petrovic

Executive Assistant

Henry Schneider

Henry Schneider

Portfolio Manager

Christian Kunz

Christian Kunz

Portfolio Manager

Klaus Rosner

Klaus Rosner

Portfolio Manager

Michael Deß

Michael Deß

Portfolio Manager

Martina Weber

Martina Weber

Portfolio Manager

Manuel Moosmayer

Manuel Moosmayer

Insurance Specialist

Regina Pötzsch

Regina Pötzsch

Head of the R&C Academy

Christoph Walla

Christoph Walla

Head of the 1zu1 Academy

Joachim Lucius

Joachim Lucius

Financial Advisor

Let’s get to know each other

One conversation says more than any website.

+49 172 8413924