
Tiziana Baldi
Basel
B&F Partner GmbH
(5 with 15 ratings)
Quality has its price: your professional fee-based advice for sustainable success
The goals are achieved by developing and implementing plans that are individually tailored to the client. We focus on aspects such as maintaining the usual standard of living, sustainable optimization and long-term security.
Regardless of your current life situation, we ensure personal security and adapt it to any changes in a flexible and targeted manner.
What we offer: personal consultations on site or by telephone, video conferences, presentations or training courses.
Your situation and your wishes are the most important thing for us. Of course, the support does not end with the implementation of the order. Our service includes a complete and ongoing analysis of your life situation, negotiations with partners and institutions - but above all, support in a changing life situation and the resulting developments.
Our successful cooperation with business partners
(national and international) as well as our extensive experience are testament to the successes of the company "B&F Partner" to date.
We also specialize in "expats". Here we can already count numerous specialists and managers among our satisfied clients. If difficult situations arise - e.g. legal questions - we can rely on competent, professional partners.
We also operate in the financial world (investments, etc.) on national and international ground.
That is why our name stands for B for education and F for finance.
We see our services as a complete package. We remain transparent, professional, focused - and always oriented towards people. Personal contact, a partnership based on trust, seriousness and professionalism are our strength - and your gain!
Qualifications
Relevant Diplomas
Finanzplanerin mit eidg. FA, 2017
Dipl. Finanzberaterin IAF, 2013
Berufsmaturität, 2013
Entry in the FIDLEG advisor register
Regservices.ch, ID TB65755
Language(s) in counseling
Italienisch
Französisch
Englisch
Deutsch
Topics:
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
Reviews (15)
Wir möchten die bereichsübergreifende Zusammenarbeit mit B&F Partner nicht mehr missen. B&F Partner hört aktiv zu, denkt ausserhalb der Box und geht für ihre Kunden mehr als nur eine Extrameile, um hervorragende Ergebnisse zu erzielen. Der Service ist immer von höchster Qualität. Wir dürften ...
Ich möchte die Zusammenarbeit mit B&F Partner nicht mehr missen. B&F Partner hört aktiv zu und geht auf jeden Kunden individuell ein. Dies ermöglicht ihr, gewisse Vorkehrungen vorzunehmen und Massnahmen bereits vorher umzusetzen, was mir bei einem eventuellen Verfahren den Aufwand vereinfacht. Si ...
Als junge Familie stehen wir vor vielen finanziellen Fragen. Frau Baldi und ihr Team unterstützen uns in Finanz- und Steuerfragen umfassend. Ob Steuererklärung, Altersvorsorge oder Fragen rund um unser Eigenheim. Besonders beeindrucken uns die schnelle Reaktionsfähigkeit. Wir erhalten stets zeitn ...
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