Tiziana Baldi
Financial planning for expats in Switzerland, in your language
Location: Basel
Company: B&F Partner GmbH
Languages: Deutsch, Englisch, Französisch, Italienisch
Qualifications: Finanzplaner mit eidg. FA, Dipl. Finanzberater IAF
Topics: Vorsorge & Pensionsplanung, Vermögensaufbau & Anlegen, Immobilienfinanzierung, Steueroptimierung, Versicherungen, Nachfolgeplanung, Steuern
Specialties: Rentenbezug vs. Kapitalbezug, Frühpensionierung, PK-Einkauf, Expat-Beratung, Internationale Steuerplanung, Unternehmenssteuer, Wohnsitz-Optimierung, Pensionskasse, AHV-Optimierung, Steuern bei Kapitalbezug, Investieren statt Sparen, Säule 3a Steuern, Erbschaftssteuer, 3. Säule, ETF-Portfolios, Nachhaltige Anlagen, Wohnsituation im Alter, Eigenheimkauf, Anlageobjekte, Hypotheken-Optimierung
Rating: 5.0 out of 5 (15 reviews)
About Tiziana
My focus is on expats and internationally mobile professionals and executives who need to navigate the Swiss financial system, often without anyone explaining its intricacies in their own language. I work in English, German, Italian, and French, so we can discuss your situation in the language you feel most comfortable with.
I will help you plan your finances with a clear vision.
How I can support you:
Pension planning and retirement planning, including the choice between pension and lump-sum payment, early retirement and pension fund buy-ins
Tax optimization, including the taxation of capital withdrawals
Building wealth and investing, instead of letting the money sit idle.
Purchase of residential property and financing of the mortgage
Review of your insurance policies and adjustment to your actual situation
Succession and estate planning
Every plan is tailored to your individual situation: maintaining your accustomed standard of living, planning for the long term, and adapting as your life changes. My work doesn't end once the plan is finalized. I continue to support you as your life evolves, and for questions that extend beyond finances, such as legal matters, I draw upon a network of specialized partners.
I am a certified financial planner, registered in the FIDLEG advisor register, FINMA-licensed, and a member of the Swiss Association of Financial Planners (FPVS). The name B&F Partner reflects our approach: B for education and F for finance. Informed decisions, made together.
Transparent, professional, and always people-oriented. If you are looking for advice along these lines, please get in touch.