Vithursan Bala

City Zofingen

Selbstständig

(0 with 0 ratings)

Personality and experience

Qualifications

Relevant Diplomas

  • TestedDipl. Finanzberater IAF, 2022

  • TestedVersicherungsvermittler 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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