
Philippe Muntwyler
Schlieren
Caveo AG
(0 with 0 ratings)
Financial / pension planning: simple & understandable
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
Finanzplaner 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

Evaluation
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