Volkan Karaboga
Aarau
Groupe Mutuel Versicherungen
(5 with 12 ratings)
Helpful, Proactive and Responsible
"I am a passionate hiker and enjoy discovering new routes. Nature gives me energy and inspires me. Football is also one of my passions."
2. **Values and beliefs**:
"Honesty and integrity are very important to me. I believe that you can achieve a lot with openness and respect."
3. **Skills and talents**:
"I have been playing football since I could walk and I owe certain characteristics to the sport."
4. **Goals and ambitions**:
"As a financial advisor, I support people to help them achieve their financial goals and build a better future."
5. **Empathy and listening**:
"I am a good listener and like to help people when they need advice or support."
6. **Humor and fun**:
"I love making people laugh with funny stories. Laughter is the best medicine for me."
Qualifications
Relevant Diplomas
Dipl. Finanzberater IAF, 2022
Language(s) in counseling
Deutsch
Relevant memberships
FINMA unterstellt
Cicero Mitgliedschaft
Topics:
Pillar 3a
Financial Planning
Partner protection
Optimize insurance policies
Self-employment
Affordability as a widow
Assess the overall financial situation
Pension situation
Insure against disability and death
Buy a home
Real estate as a pension
Create a budget plan
Financial independence
Sell a property
Tax optimization
Real estate as an investment object
Budget plan after divorce
Donate an inheritance
Second opinion
Second opinion on retirement plan
Living situation
Invest vested benefits funds
Invest money
Receive a pension or capital
Pension fund buy-in, is it worthwhile?
Save taxes in retirement
Reviews (12)
G
(without first names)
01.07.2024
Top Beratung, gibt dem Kunde das Wohlgefühl wie auch die Sicherheit in guten Händen zu sein. Was heute nicht immer leicht ist. Weiter so!
G
Diego
01.07.2024
Volkan war sehr kompetent und hilfsbereit in seiner Beratung. Alle Fragen wurden zu meiner vollsten Zufriedenheit beantwortet. Volkan ist ein äusserst angenehmer und freundlicher Berater, welcher stets proaktiv kommuniziert. Vielen Dank Volkan für die tolle Beratung.
G
E.B.
29.06.2024
Top, bin mehr als zufrieden mit Herrn Karaboga! Besten Dank für die kompetente und professionelle Beratung!
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