Fynn Wünsch | Find a financial advisor

Fynn Wünsch

City Dübendorf

Freund & Partner GmbH

(5 with 4 ratings)

Contact

Address

Website

Ueberlandstrasse 1, 8600 Dübendorf

Talk about finances one last time - but properly.

In my previous role as a financial advisor in a traditional model, I saw how advice was often more focused on selling products than on real customer needs. Unfortunately, this often led to incorrect advice in which the interests of the customer took a back seat to those of the advisor. But there is another way! For this reason, after extensive preparation, Freund & Partner was created.

Freund & Partner is not just about selling financial products. We represent a new era in financial advice - one that is focused on complete independence, transparency and the well-being of our customers. Our primary goal is to minimize your financial costs and pave the way for you to have lifelong financial peace of mind. How do we do this? By covering all aspects of your finances - from insurance to taxes, savings plans, budgeting and investments. We ensure that every area is tailored to your goals.

I cordially invite you to an initial introductory meeting. In just 20 minutes, I will introduce you to Freund & Partner and our approaches. You will learn everything about how we can help you to keep your finances under control in the long term. Use the opportunity to ask all your questions and decide whether you want to go down this path with us. I look forward to meeting you!

Qualifications

Relevant Diplomas

Dipl. Finanzberater IAF, 2023
BSc in Betriebsökonomie, 2023
Versicherungsvermittler VBV, 2022

Language(s) in counseling

Englisch
Deutsch

Relevant memberships

FinanzPlaner Verband Schweiz FPVS
Schweizerischer Finanzberaterverband SFBV
Berufsbildungsverband der Versicherungswirtschaft VBV
FINMA unterstellt
Cicero Mitgliedschaft

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

Save taxes in retirement

Budget plan after divorce

Who inherits how much?

Settle an inheritance

Tax optimization

Donate an inheritance

Self-employment

Second opinion

Second opinion on retirement plan

Optimize tax burden after retirement

Advance on inheritance

Living situation

Real estate as a pension

Affordability as a widow

Sell a property

Finance a holiday home

Real estate as an investment object

Financial independence

Major purchase

Pension situation

Advance directive and living will

Insure against disability and death

Optimize insurance policies

Invest vested benefits funds

Reviews (4)

Sihem

29.02.2024

Die Zuverlässigkeit von Fynn ist sehr bemerkenswert. Er ist sehr Kompetent und kann informationen Transparent vermitteln und ist sehr geduldig beim erklären. Ich kann Ihn als Finanzberater nur weiterempfehlen.

Devere

18.02.2024

Die Informationen mit Fynn sind genau und transparent, mit viel Geduld ist er stets aufmerksam, um uns trotz unseres Zeitmangels persönlich zu betreuen und bot uns Möglichkeiten an, die nicht nur für unsere aktuelle Situation am besten sind, sondern auch für die möglichen Veränderungen in der ...

Louie

Es war sehr Angenehm mit Fynn zu arbeiten. Er ist einfach, unkompliziert und stellt alles einfach dar so dass jeder es Verstehen kann. Er passt sich den Kunden an und geht auf dass ein was Sie wollen und nichts anderes. Ich kann ihn nur weiter empfehlen.

And more