
Pascal R. Bersier
Zürich
Brevalia AG
(5 with 1 ratings)
Through my passion for customer service, I work with an interdisciplinary team to create a customer experience that not only provides you with tangible added value but also gives you the good feeling of being looked after.
Qualifications
Relevant Diplomas
Sämtliche Weiterbildungen 1/2, 2021
Sämtliche Weiterbildungen 2/2, 2021
Language(s) in counseling
Französisch
Englisch
Deutsch
Relevant memberships
Verband Schweizerischer Vermögensverwalter VSV
Topics:
Assess the overall financial situation
Financial Planning
Invest money
Receive a pension or capital
Buy a home
Early retirement, is it possible?
Pillar 3a
Create a budget plan
Partner protection
Pension fund buy-in, is it worthwhile?
Homeownership in retirement age
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
Second opinion on retirement plan
Optimize tax burden after retirement
Advance on inheritance
Living situation
Real estate as a pension
Affordability as a widow
Sell a property
Finance a holiday home
Real estate as an investment object
Invest vested benefits funds
Financial independence
Major purchase
Pension situation
Advance directive and living will
Insure against disability and death
Reviews (1)
Mit seiner sympathischen und kompetenten Art hat mich Pascal vollends überzeugt. Er machte mich auf viele Themen im Zusammenhang mit meinen persönlichen finanzen aufmerksam, an welche ich selbst nie gedacht hätte und zeigte mir Wege für diverse Optimierungen auf. Endlich mal ein Berater der sic ...

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