City Schlieren

Caveo AG

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Financial / pension planning: simple & understandable

I am Philippe Muntwyler, founder of Caveo AG, a qualified financial planner with a federal FA and a Master's in Insurance Management. Imagine that I am your personal financial navigator who guides you through the world of numbers and diagrams with a wink.

My mission? To increase your financial well-being with a pinch of humor. I believe that financial planning should not only be serious and well-founded, but also understandable and accessible. With over fifteen years of experience and an arsenal of expertise, I am ready to offer you tailor-made solutions - without the usual financial jargon.

I see my clients as partners in an exciting adventure. Together we explore the landscape of your finances and find ways to achieve your goals without it feeling like an endless tax return.

Let's approach your financial planning with a smile - I look forward to seeing you.

Qualifications

Relevant Diplomas

  • TestedFinanzplaner mit eidg. FA, 2015

Entry in the FIDLEG advisor register

  • ARIF, ID   20252

Language(s) in counseling

  • Deutsch

Relevant memberships

  • FinanzPlaner Verband Schweiz FPVS

Topics:

Assess the overall financial situation

Financial Planning

Invest money

Receive a pension or capital

Early retirement, is it possible?

Pillar 3a

Pension fund buy-in, is it worthwhile?

Homeownership in retirement age

Save taxes in retirement

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

Invest vested benefits funds

Financial independence

Pension situation

Advance directive and living will

Insure against disability and death

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