City Sitterdorf

Finanzfokus GmbH

(5 with 4 ratings)

Financial focus ...and the focus remains on your goals.

For over 14 years, I have been helping my clients to structure their finances clearly and achieve personal goals in the long term. My focus is on pension provision, financial planning and financing, with the aim of creating optimal financial security. In doing so, I take tax aspects into account and work with my clients to develop tailor-made solutions that are a perfect fit for them.

As a certified IAF financial advisor, I attach particular importance to holistic advice that includes both the optimization of insurance and comprehensive financial planning. With my in-depth knowledge and many years of experience, I am a reliable partner for my clients - competent, committed and always with an eye on their individual needs.

I work with trust and am always happy to be there for my clients and interested parties to support them on their financial journey. I prefer to use the informal "you" for communication on an equal footing. You are welcome to register for a free introductory meeting using my Calendly link.

Qualifications

Relevant Diplomas

  • TestedDipl. Finanzberater IAF, 2014

  • TestedVersicherungsvermittler VBV, 2011

Entry in the FIDLEG advisor register

  • RegFix, ID   CL47161

Language(s) in counseling

  • Deutsch

Relevant memberships

  • Schweizerische Vereinigung der dipl. Versicherungsfachleute ASDA

  • FINMA unterstellt

  • Cicero Mitgliedschaft

Topics:

Invest money

Pillar 3a

Pension situation

Insure against disability and death

Buy a home

Partner protection

Optimize insurance policies

Invest vested benefits funds

Crypto consulting

Second opinion on retirement plan

Early retirement, is it possible?

Finance a holiday home

Sell a property

Financial Planning

Self-employment

Second opinion

Homeownership in retirement age

Financial independence

Assess the overall financial situation

Living situation

Pension fund buy-in, is it worthwhile?

Create a budget plan

Save taxes in retirement

Settle an inheritance

Budget plan after retirement

Real estate as a pension

Receive a pension or capital

Tax optimization

Real estate as an investment object

Affordability as a widow

Budget plan after divorce

Advance directive and living will

Who inherits how much?

Major purchase

Reviews (4)

G

Marc

09.05.2023

Immer sehr zufrieden!

G

Patricia

09.05.2023

Christoph ist sehr kompetent, er kann sein Wissen verständlich weitergeben und seine Kunden mit viel Geduld beraten. Seine humorvolle, freundliche und hilfsbereite Art wird von den Kunden sehr geschätzt.

G

Regula

09.05.2023

Bei ihm gibt es keine blöden Fragen! Er nimmt sich stets Zeit und weiss wovon er spricht.

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