Thomas Göggel

City Zug

Finsulting AG

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Every situation is individual. I will find the right solution for you!

In my more than 40 years of professional experience in the financial sector as an investment advisor and asset manager, I have been working as an independent financial advisor and planner for several years. The focus of my advisory work is on retirement planning for people aged 50+ and on wealth creation and structuring for people of all ages.
Your needs and wishes are my motivation and I accompany you as a financial coach in every phase of life.
With my in-depth specialist knowledge and many years of experience as an asset manager and financial planner, I show you the opportunities and risks with a personal plan and support you in implementing your strategy.
I work completely independently and can concentrate fully on the concerns of my customers.
You can find more information about me and my activities at www.finsulting.ch

Qualifications

Relevant Diplomas

  • TestedFinanzplaner mit eidg. FA, 2020

  • TestedDipl. Finanzberater IAF, 2019

  • TestedDiplomierter Finanzanalytiker und Vermögensverwalter, 1998

Language(s) in counseling

  • Deutsch

  • Englisch

Topics:

Assess the overall financial situation

Receive a pension or capital

Early retirement, is it possible?

Tax optimization

Financial Planning

Pension fund buy-in, is it worthwhile?

Save taxes in retirement

Invest money

Pillar 3a

Buy a home

Self-employment

Create a budget plan

Budget plan after retirement

Invest vested benefits funds

Settle an inheritance

Partner protection

Second opinion

Second opinion on retirement plan

Optimize tax burden after retirement

Homeownership in retirement age

Financial independence

Pension situation

Advance directive and living will

Who inherits how much?

Advance on inheritance

Finance a holiday home

Sell a property

Major purchase

Living situation

Insure against disability and death

Real estate as a pension

Affordability as a widow

Real estate as an investment object

Budget plan after divorce

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