City Zürich

Swiss Life

(0 with 0 ratings)

Define wishes and goals together - decide independently

Expert for private and occupational pensions I Mortgages and home financing I Expert for financial and pension planning I Tax advice I Property and asset insurance I Financial investments I Health insurance and healthcare I Solutions for start-ups

https://www.linkedin.com/in/roger-cadonau-643362127/

Qualifications

Relevant Diplomas

  • TestedFinanzplaner mit eidg. FA, 2021

Language(s) in counseling

  • Deutsch

Topics:

Optimize insurance policies

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

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