Matthias Rimann
Independent advice often leads to the best solution.
Location: Winterthur
Company: Privat und unabhängig - mit 20 Jahren Erfahrung in der Finanzbranche
Languages: Deutsch
Qualifications: Dipl. Finanzanalytiker und Vermögensverwalter, Certified International Investment Analyst CIIA®
Topics: Vorsorge & Pensionsplanung, Vermögensaufbau & Anlegen, Immobilie, Steuern, Versicherungen, Nachfolgeplanung
Rating: 5.0 out of 5 (1 reviews)
About Matthias
I am completely independent, not affiliated with any financial institution, and have over 20 years of experience in the finance and real estate sectors. I can assist you with the following: - How can I best manage and invest my savings? - Are there optimization opportunities regarding bank products or fees? - How do I finance a home, a renovation, or an investment property? - What type of mortgage should I take out or renew? - Which Pillar 3a pension solution is best suited to me? - How do I plan my retirement financially? - Am I with the right bank or insurance company? - How do inflation and the interest rate environment affect my investments? As a federally certified asset manager, I support you with financial questions and in contacting financial and insurance companies. Upon request, I will assess your overall financial situation. I understand complex relationships and can explain them to you in an understandable way. Matthias Rimann