City 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.

As an extremely customer- and performance-oriented person, I offer my conversation partners high-quality and creative services as well as an insightful consulting experience. Thanks to various training and further education courses in the areas of finance, economics, leadership, organization and management, I have a broad range of specialist knowledge and always pursue the goal of exceeding the expectations of my business partners. In the creation of "new things" that I pursue with passion, I have been able to achieve significant success in recent years. My way of tackling challenges and the solutions, processes and strategies that I develop to meet needs are valued. My passion is to support individuals and companies in their further development in a success-oriented manner in order to create sustainable added value.

Qualifications

Relevant Diplomas

  • TestedSämtliche Weiterbildungen 1/2, 2021

  • TestedSämtliche 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)

G

(without first names)

07.10.2022

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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