
Peter Wirthner
Zürich
Baloise Versicherung AG
(0 with 0 ratings)
Shaping your financial future – with experience and individual advice
Many of us believe we have our financial planning under control, but important aspects are often overlooked. Planning early and considering all the details, from taxes and investments to inflation, is crucial to ensuring freedom and security in old age.
Comprehensive pension planning and retirement planning requires a detailed look at your individual situation. It's not just about when you want to retire, but also how you want to build and invest your wealth to achieve your goals. Different types of investments such as stocks, bonds or real estate play an important role.
As your personal financial planner, I am here to guide you through this complex process. Together we will develop a strategy tailored to your needs and help you make the right decisions for your financial future.
Start planning your future today so you can enjoy the fruits of your labor later. Let's work together to make sure your financial future is as bright as you want it to be.
Qualifications
Entry in the FIDLEG advisor register
Regservices.ch, ID 13656
Relevant memberships
FINMA unterstellt
Cicero Mitgliedschaft
Topics:
Optimize insurance policies
Pension fund buy-in, is it worthwhile?
Homeownership in retirement age
Budget plan after retirement
Save taxes in retirement
Budget plan after divorce
Tax optimization
Self-employment
Second opinion
Second opinion on retirement plan
Optimize tax burden after retirement
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
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

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