
Yvan Hunziker
Aarau
Baloise Versicherung und Bank
(0 with 0 ratings)
Trustful cooperation with long-term benefits for you
Together we lay the foundation so that you can fulfill your dream of owning your own home. I also check your insurance situation so that you are protected if something really happens.
To ensure that you have added value in the areas of investment optimization, pension provision and property purchase, I will prepare a pension analysis, an investment plan or a financing proposal for you.
Working with me gives you the advantage that I can support you with banking and insurance issues. You can count on over 7 years of experience in the financial sector and for all the topics you have read about, I can provide you with personal proof that it works.
I can also support you with the following topics:
- Tax optimization
- Pension planning (decision on pension or capital)
- Health insurance optimization for you and your family
Contact me
Mobile +41 79 598 36 35
[email protected]
Qualifications
Relevant Diplomas
Finanzplaner mit eidg. Fachausweis, 2019
Language(s) in counseling
Englisch
Deutsch
Topics:
Optimize insurance policies
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

Evaluation
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