Tobias Graber

City Kriens

Tobias Graber

(0 with 0 ratings)

Simple and uncomplicated

I have been working in the financial sector (banking/insurance) for over 15 years and know all facets of this area very well.

It is important to me to give you a clear and neutral overview. This should be easy to understand and simple for you to implement. I take a completely independent view - detached from all financial service providers. Optimization opportunities arise from an objective, neutral and tailored view. It is important to me that you can make your decisions with a secure and good feeling. All the basics are explained simply and understandably.

My philosophy is to work honestly and transparently. In addition, I work with a long-term horizon and accompany my customers personally. Even after the consultation has taken place, I am always available to help with changes. This results in interesting and exciting relationships. This is the reason why I see financial planning as a passion and enjoy doing it.

I look forward to exciting, interesting and great and hopefully numerous inquiries.

Qualifications

Relevant Diplomas

  • TestedFinanzplaner mit eidg. FA, 2020

  • TestedDipl. Finanzberater IAF, 2019

  • TestedZertifizierter Individualkundenberater, 2019

Language(s) in counseling

  • Deutsch

Relevant memberships

  • FinanzPlaner Verband Schweiz FPVS

Topics:

Receive a pension or capital

Early retirement, is it possible?

Pension fund buy-in, is it worthwhile?

Budget plan after retirement

Save taxes in retirement

Optimize tax burden after retirement

Homeownership in retirement age

Budget plan after divorce

Second opinion on retirement plan

Assess the overall financial situation

Financial Planning

Invest money

Buy a home

Pillar 3a

Create a budget plan

Partner protection

Tax optimization

Donate an inheritance

Self-employment

Second opinion

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

Settle an inheritance

Who inherits how much?

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