Uwe Scheunemann
Independent advice with added value!
Location: Zürich
Company: Progressive Finance - Finanzberatung Uwe Scheunemann
Languages: Deutsch, Englisch, Spanisch, Portugiesisch
Qualifications: Finanzplaner mit eidg. FA, Dipl. Finanzberater IAF, Certified Financial Planner CFP, CIWM
Topics: Vorsorge & Pensionsplanung, Vermögensaufbau & Anlegen, Immobilie, Nachfolgeplanung, Steuern, Versicherungen
Specialties: ETF-Portfolios, Investieren statt Sparen, Rentenbezug vs. Kapitalbezug, Frühpensionierung, PK-Einkauf, Steueroptimierung bei Kapitalbezug, 3. Säule, Kryptowährungen, Pensionskasse, AHV-Optimierung, Nachhaltige Anlagen, Alternative Anlagen, Wohnsituation im Alter, Eigenheimkauf, Renovation, Anlageobjekte, Hypotheken-Optimierung, Säule 3a Steueroptimierung, Wohnsitz-Optimierung, Unternehmenssteuer
Rating: 4.9 out of 5 (32 reviews)
About Uwe
Great that you found me! :)
If you're looking for independent financial advice, you've come to the right place. I'm a Certified Financial Planner (CFP™) – the globally recognized certification for high-level financial planning. In practice, this means I can advise you neutrally, independently of banks, and therefore without any conflicts of interest.
I gained my professional experience at a major Swiss insurance company and also worked at an independent consulting boutique for academic professionals in Zurich.
The specific advantages of my evidence-based advice:
- Cost-effective investment solutions
- Independent financial and pension planning
- Insurance optimization (average savings potential of approximately 20%)
- Tax-optimized Pillar 3a and 3b
- Attractive mortgage rates through neutral comparison
- In-depth advice on crypto assets and DeFi return strategies
- Tax advice
I look forward to meeting you for a free initial consultation.