
Vithursan Bala
Zofingen
Selbstständig
(0 with 0 ratings)
Personality and experience
Qualifications
Relevant Diplomas
Dipl. Finanzberater IAF, 2022
Versicherungsvermittler VBV, 2022
Language(s) in counseling
Deutsch
Relevant memberships
Berufsbildungsverband der Versicherungswirtschaft VBV
Cicero Mitgliedschaft
Topics:
Assess the overall financial situation
Financial Planning
Invest money
Receive a pension or capital
Buy a home
Early retirement, is it possible?
Pension fund buy-in, is it worthwhile?
Pillar 3a
Create a budget plan
Partner protection
Homeownership in retirement age
Budget plan after retirement
Budget plan after divorce
Tax optimization
Living situation
Real estate as a pension
Real estate as an investment object
Invest vested benefits funds
Financial independence
Major purchase
Save taxes in retirement
Pension situation
Insure against disability and death

Evaluation
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