Fynn Wünsch
Let's talk about finances one last time - but properly.
Location: Ueken
Company: Finpath GmbH
Languages: Deutsch, Englisch
Qualifications: Dipl. Finanzberater IAF, Versicherungsvermittler VB, Dipl. Betriebsökonome Bsc
Topics: Vorsorge & Pensionsplanung, Steuern, Vermögensaufbau & Anlegen, Versicherungen, Immobilie
Specialties: 3. Säule, Investieren statt Sparen, Krankenkasse-Optimierung, Rechtsschutzversicherung, Hausrat- und Haftpflichtversicherung, Rentenbezug vs. Kapitalbezug, Frühpensionierung, PK-Einkauf, Pensionskasse, AHV-Optimierung, Steueroptimierung bei Kapitalbezug, ETF-Portfolios, Nachhaltige Anlagen, Alternative Anlagen, Wohnsituation im Alter, Eigenheimkauf, Renovation, Anlageobjekte, Hypotheken-Optimierung, Säule 3a Steueroptimierung
Rating: 5.0 out of 5 (14 reviews)
About Fynn
In my previous role as a financial advisor in a traditional model, I witnessed how advice was often more focused on selling products than on genuine client needs. Unfortunately, this frequently led to poor advice where the client's interests were secondary to those of the advisor. But there is another way! That's why, after extensive preparation, Finpath was born.
At Finpath, we're not just about selling financial products. We represent a new era in financial advice – one built on complete independence, transparency, and our clients' best interests. Our primary goal is to minimize your financial costs and pave the way to lifelong financial freedom. How do we do this? By covering all aspects of your finances – from insurance and taxes to savings plans, budgeting, and investments. We ensure that every area is aligned with your goals.
I warmly invite you to an initial consultation. In just 20 minutes, I'll introduce you to Finpath and our approach. You'll learn everything you need to know about how we can help you manage your finances in the long term. Take this opportunity to ask all your questions and decide if you'd like to embark on this journey with us. I look forward to meeting you!