City Schindellegi

Consolitech Switzerland AG

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Holistic financial and asset management advice

Qualifications

Relevant Diplomas

  • TestedBSc in Betriebsökonomie mit Vertiefung Finance, Banking & Taxation, 2011

  • TestedEMBA ZFH in Digital Leadership, 2022

Entry in the FIDLEG advisor register

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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