
Son Nguyen
Schindellegi
Consolitech Switzerland AG
(0 with 0 ratings)
Holistic financial and asset management advice
Qualifications
Relevant Diplomas
BSc in Betriebsökonomie mit Vertiefung Finance, Banking & Taxation, 2011
EMBA ZFH in Digital Leadership, 2022
Entry in the FIDLEG advisor register
Regservices.ch, ID SN85804
Language(s) in counseling
Englisch
Deutsch
Topics:
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
Budget plan after divorce
Self-employment
Second opinion
Second opinion on retirement plan
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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