Peter Wirthner
Shaping your financial future – with experience and individual advice
Location: Zürich
Company: Baloise Versicherung AG
Languages: Deutsch, Französisch, Englisch, Italienisch
Qualifications: Finanzplaner mit eidg. FA, Dipl. Finanzberater IAF
Topics: Versicherungen, Vorsorge & Pensionsplanung, Steuern, Vermögensaufbau & Anlegen
Specialties: Rentenbezug vs. Kapitalbezug, Frühpensionierung, PK-Einkauf, Pensionskasse, AHV-Optimierung, Steueroptimierung bei Kapitalbezug, Investieren statt Sparen, 3. Säule, ETF-Portfolios, Nachhaltige Anlagen, Alternative Anlagen, Wohnsituation im Alter, Eigenheimkauf, Renovation, Anlageobjekte, Hypotheken-Optimierung, Säule 3a Steueroptimierung, Wohnsitz-Optimierung, Unternehmenssteuer, Immobilie verkaufen
About Peter
With my extensive knowledge of insurance, retirement planning, wealth creation, and mortgages, I'm here to help you achieve your financial goals. I have high standards, having learned from the best and bringing over 27 years of experience to help people like you maximize their financial security and plan for a worry-free future.
Many of us believe we have our financial planning under control, but important aspects are often overlooked. Early planning and considering all the details, from taxes and investments to inflation, is crucial to ensuring freedom and security in old age.
Comprehensive retirement planning requires a detailed assessment of your individual situation. It's not just about when you want to retire, but also about how you want to build and invest your wealth to achieve your goals. Various investment options, such as stocks, bonds, or real estate, play an important role.
As your personal financial planner, I'm here to guide you through this complex process. Together, we'll 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 ensure your financial future is as bright as you want it to be.