Petra Germann | Find a financial advisor

Petra Germann

City Frauenfeld

Swisslife Select

(5 with 4 ratings)

Contact

Address

Bahnhofplatz 69b, 8500 Frauenfeld

Tailor-made financial advice, honest and reliable

Over the course of life, every person undergoes changes, whether in personal relationships or in the professional environment. Suddenly new needs arise and you enter a new phase of life. For me, the focus of my advice is the individual personality of each individual. Only when we meet on an equal footing and I understand your wishes and goals can I offer you optimal advice.

I offer comprehensive analysis and advice, whereby you as a customer benefit from lifelong support in all insurance, financial and tax matters. It is important to me not only to offer you occasional support, but to be a long-term partner on your financial journey. Let us develop the best strategies together to achieve your individual goals.

I look forward to getting to know you personally and accompanying you on your financial journey.

Best regards,
Petra Germann

Qualifications

Relevant Diplomas

Dipl. Finanzberaterin IAF, 2020

Entry in the FIDLEG advisor register

Regservices.ch, ID PG16574

Language(s) in counseling

Deutsch

Relevant memberships

FINMA unterstellt
Cicero Mitgliedschaft

Topics:

Financial Planning

Invest vested benefits funds

Invest money

Pillar 3a

Insure against disability and death

Partner protection

Buy a home

Self-employment

Advance on inheritance

Optimize insurance policies

Assess the overall financial situation

Pension situation

Real estate as a pension

Finance a holiday home

Create a budget plan

Sell a property

Tax optimization

Real estate as an investment object

Financial independence

Homeownership in retirement age

Pension fund buy-in, is it worthwhile?

Optimize tax burden after retirement

Living situation

Affordability as a widow

Save taxes in retirement

Receive a pension or capital

Who inherits how much?

Budget plan after retirement

Early retirement, is it possible?

Settle an inheritance

Major purchase

Budget plan after divorce

Second opinion on retirement plan

Advance directive and living will

Second opinion

Donate an inheritance

Reviews (4)

Patrizia

02.10.2024

Petra ist eine sympathische und empathische Frau. Sie hat mir alles sehr gut erklärt und mir bei den Versicherungen schon sehr weitergeholfen. Sie ist sehr vertrauenswürdig und ich fühle mich bei Ihr sehr gut aufgehoben, jetzt auch noch bei der Finanzberatung.

Joana Maria

23.01.2024

Super Beraterin! Petra ist Kundenorientiert und man fühlt sich bei Ihr aufgehoben und umfänglich Beraten.

(without first names)

22.01.2024

Alles wurde genau analisiert und dann passende Möglichkeiten absolut kompetent klar und einfach aufgezeigt. Jedem nur zu empfehlen egal in welche Richtung. Danke Petra

And more