Martin Thomann
Frauenfeld
AXA
(5 with 12 ratings)
Website
I create free space for you.
Although it still seems to be a simple concept, there are many perspectives related to insurance, pensions and finances. The same stumbling blocks are always evident. These often arise from carelessness when taking out insurance and/or pension products, from choosing financial investments that do not meet needs or from not addressing (or pushing aside) important issues (such as advance directives, custody and living wills or estate planning).
Financial freedom or "financial freedom". Two of the main categories include the accumulation of assets and the reduction of expenses. Cash flow planning, retirement planning, investment planning, income tax planning and insurance planning are the corresponding elements of financial independence.
Honesty, openness and transparency are very important to me in my daily business. This is the only way to build a relationship of trust so that you feel comfortable with my advice - for life.
My private life is also filled with lovely people from my family and circle of friends. I am the father of four children aged 15 to 22. In my free time I like to be in nature, preferably in the mountains or by the water. I also like to play football.
I would be delighted to get to know you personally. Find out how I work and what I can do for you. Thanks to my large network and many contacts, I work throughout German-speaking Switzerland.
Qualifications
Relevant Diplomas
Dipl. Finanzberater IAF, 2022- Versicherungsfachmann mit eidg. FA, 2008
- Zert. Vermögensberater IAF, 2022
- Finanzplaner mit eidg. FA, 2024
Entry in the FIDLEG advisor register
RegFix, ID Martin Thomann
Language(s) in counseling
Deutsch
Relevant memberships
FinanzPlaner Verband Schweiz FPVS
FINMA unterstellt
Cicero Mitgliedschaft
Topics:
Financial Planning
Assess the overall financial situation
Invest money
Optimize insurance policies
Pillar 3a
Early retirement, is it possible?
Partner protection
Receive a pension or capital
Buy a home
Tax optimization
Living situation
Budget plan after retirement
Sell a property
Homeownership in retirement age
Real estate as a pension
Advance directive and living will
Create a budget plan
Pension fund buy-in, is it worthwhile?
Pension situation
Insure against disability and death
Who inherits how much?
Second opinion on retirement plan
Invest vested benefits funds
Financial independence
Save taxes in retirement
Self-employment
Optimize tax burden after retirement
Second opinion
Affordability as a widow
Finance a holiday home
Real estate as an investment object
Settle an inheritance
Budget plan after divorce
Advance on inheritance
Donate an inheritance
Major purchase
Reviews (12)
G
Sebastian
15.12.2024
Lieber Martin, ich möchte mich auch gern auf diesem Weg nochmals recht herzlich für deine Begleitung bei unserem Immobilienvorhaben bedanken. Deine professionelle, geduldige und vollumfängliche Beratung und Unterstützung beschreibt genau die Qualitäten, welche man sich für ein solch bedeutende ...
G
B.G.
31.07.2024
Die professionelle und verständliche Beratung von Martin hat mir enorm geholfen. Er konnte mir super erklären wie mein finanzielles System aufgebaut ist und hat mir eine persönliche Vorsorgeanalyse gemacht welche mir Sicherheit vermittelt und mir Ideen aufgezeigt wie ich für die Zeit nach der Pe ...
G
Nathalie
08.04.2024
Ich durfte Martin als einen engagierten, kompetenten und mit viel Herz arbeitenden Menschen kennen lernen. Ich fühle mich top beraten und wunderbar aufgehoben, sodass ich mich nicht mehr selber um diese Angelegenheiten kümmern muss. Ich kann ihn von Herzen weiterempfehlen!
And more
Evaluation
Share your experience with us.
