Petra Germann
Tailor-made financial advice, honest and reliable.
Location: Frauenfeld
Company: Swisslife Select
Languages: Deutsch
Qualifications: Dipl. Finanzberaterin IAF
Topics: Vorsorge & Pensionsplanung, Steuern, Vermögensaufbau & Anlegen
Specialties: Rentenbezug vs. Kapitalbezug, Frühpensionierung, PK-Einkauf, Pensionskasse, AHV-Optimierung, Steueroptimierung bei Kapitalbezug, Investieren statt Sparen, 3. Säule, ETF-Portfolios, Nachhaltige Anlagen, Alternative Anlagen, Wohnsituation im Alter, Eigenheimkauf, Renovation, Anlageobjekte, Hypotheken-Optimierung, Säule 3a Steueroptimierung, Wohnsitz-Optimierung, Unternehmenssteuer, Immobilie verkaufen
Rating: 5.0 out of 5 (4 reviews)
About Petra
Throughout life, everyone experiences changes, whether in personal relationships or professional life. New needs arise, and we enter a new phase of life. My approach to consulting focuses on the individual personality of each person. Only when we meet as equals and I understand your wishes and goals can I offer you optimal advice.
I offer comprehensive analysis and consultation, and as a client, you benefit from lifelong support in all insurance, financial, and tax matters. My aim is not just to provide occasional assistance, but to be a long-term partner on your financial journey. Let's work together to develop the best strategies to achieve your individual goals.
I look forward to meeting you personally and supporting you on your financial path.