City Winterthur

ZWEI Wealth Experts AG

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fair financial advice - thanks to independent experts

The financial industry needs more fairness and completely independent advisors. Would you also like more satisfaction with your financial matters? I offer you the best solution for your assets - thanks to completely independent advice!

Benefit from my more than 30 years of experience in the financial industry. My independent advice, free from third-party interests, brings you the greatest advantages. I would be happy to be available for a free initial consultation!

Education & experience
- Degree in economics and business administration at UNI ZH, including assistant work for 6 years
- Marketing Private Banking UBS including training as a press officer for 6 years
- Head of financial advice at a German private bank for 2 years
- Head of asset management and member of the bank management at Raiffeisenbank for 18 years
- Self-employed consulting since 2018
and partner in the expert network ZWEI Wealth Experts

Call me, email me or visit me in the ZWEI Wealth consulting office
at Obergasse 38 in Winterthur. Thank you very much!

Qualifications

Relevant Diplomas

  • TestedMasterabschluss Volkswirtschaft UNI Zürich, 1992

Entry in the FIDLEG advisor register

  • ARIF, ID   02067

Language(s) in counseling

  • Deutsch

  • Englisch

Relevant memberships

  • FINMA unterstellt

Topics:

Receive a pension or capital

Assess the overall financial situation

Invest money

Second opinion on retirement plan

Invest vested benefits funds

Homeownership in retirement age

Financial Planning

Early retirement, is it possible?

Sell a property

Real estate as an investment object

Advance on inheritance

Financial independence

Major purchase

Real estate as a pension

Buy a home

Pillar 3a

Create a budget plan

Partner protection

Budget plan after retirement

Save taxes in retirement

Budget plan after divorce

Who inherits how much?

Settle an inheritance

Tax optimization

Donate an inheritance

Self-employment

Second opinion

Optimize tax burden after retirement

Living situation

Affordability as a widow

Finance a holiday home

Pension situation

Advance directive and living will

Insure against disability and death

Pension fund buy-in, is it worthwhile?

Crypto consulting

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