Salvatore Bennici
Winterthur
Helvetia Versicherungen
(4.83 with 3 ratings)
"Planning without execution is usually useless - execution without planning is usually fatal." - Willy Meurer
I have been working for Helvetia Insurance as an insurance advisor and financial planner for over 7 years, which is why I am particularly interested in the topics of pension provision and wealth creation, pension planning and tax optimization.
As a financial planner with a federal professional certificate, 360-degree advice is very important to me.
I am very interested in your situation and would be happy to discuss your questions and options with you personally.
I look forward to hearing from you.
Qualifications
Relevant Diplomas
Finanzplaner mit eidg. FA, 2021- dipl. Finanzberater IAF, 2020
- zert. Vermögensberater IAF, 2020
- Versicherungsvermittler VBV, 2019
Language(s) in counseling
Englisch
Italienisch
Deutsch
Relevant memberships
FINMA unterstellt
Topics:
Optimize insurance policies
Pillar 3a
Pension situation
Insure against disability and death
Early retirement, is it possible?
Second opinion on retirement plan
Partner protection
Financial Planning
Invest vested benefits funds
Receive a pension or capital
Assess the overall financial situation
Optimize tax burden after retirement
Invest money
Buy a home
Save taxes in retirement
Tax optimization
Create a budget plan
Pension fund buy-in, is it worthwhile?
Homeownership in retirement age
Second opinion
Budget plan after retirement
Donate an inheritance
Self-employment
Living situation
Real estate as a pension
Affordability as a widow
Sell a property
Finance a holiday home
Real estate as an investment object
Financial independence
Major purchase
Budget plan after divorce
Advance directive and living will
Who inherits how much?
Settle an inheritance
Advance on inheritance
Reviews (3)
G
Monica
18.11.2021
Sehr freundlich und zuvorkommend! Nur zum weiterempfehlen!
G
Lukas
18.11.2021
geht sehr strukturiert vor und erscheint vorbereitet, er hat zudem eine verifizierte ausbildung
G
(without first names)
18.11.2021
Herr Bennici ist ein sehr freundlicher und kompetenter Berater!! Ich kann ihn nur weiterempfehlen
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