Nico Gämperle

City St. Gallen

Verso Versicherungstreuhand AG

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Personality and experience

Are you looking for an uncomplicated and trustworthy partner in the world of finance? Then you have come to the right place!
For over 15 years I have been able to advise, support and show my customers solutions. As a financial planner with a federal professional certificate, I can advise you comprehensively. The focus is on you as the customer with your goals and wishes. We look for the solutions you need in a neutral and independent way. With enthusiasm, sincerity and perfection. See for yourself and let's meet. I look forward to meeting you.

Qualifications

Relevant Diplomas

  • TestedFinanzplaner mit eidg. FA, 2023

  • TestedDipl. Finanzberater IAF, 2015

Entry in the FIDLEG advisor register

Language(s) in counseling

  • Deutsch

Relevant memberships

  • FinanzPlaner Verband Schweiz FPVS

  • FINMA unterstellt

  • Cicero Mitgliedschaft

Topics:

Assess the overall financial situation

Financial Planning

Invest money

Early retirement, is it possible?

Pillar 3a

Receive a pension or capital

Buy a home

Partner protection

Tax optimization

Pension fund buy-in, is it worthwhile?

Invest vested benefits funds

Homeownership in retirement age

Insure against disability and death

Self-employment

Second opinion on retirement plan

Second opinion

Living situation

Save taxes in retirement

Real estate as a pension

Sell a property

Pension situation

Optimize tax burden after retirement

Evaluation

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