Tiziana Baldi

City Basel

B&F Partner GmbH

(5 with 15 ratings)

Quality has its price: your professional fee-based advice for sustainable success

It is my primary goal to support and accompany our clients, companies and their employees in their financial planning. Essential: preserve what is important to you; achieve what is possible. And we achieve this with commitment, competence, ambition and empathy.

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

  • TestedFinanzplanerin mit eidg. FA, 2017

  • TestedDipl. Finanzberaterin IAF, 2013

  • TestedBerufsmaturität, 2013

Entry in the FIDLEG advisor register

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)

G

Joe Brand

20.09.2024

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 ...

G

Patricia Jenny

20.09.2024

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 ...

G

Kevin Kohn

20.09.2024

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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