
Matthias Rimann
Winterthur
Privat und unabhängig - mit 20 Jahren Erfahrung in der Finanzbranche
(5 with 1 ratings)
Independent advice often leads to the best solution
I can support you with the following topics:
- How do I manage and invest my savings in the best possible way?
- Are there optimization options regarding bank products or fees?
- How do I finance a home, a renovation or an investment property?
- What kind of mortgage should I take out or renew?
- Which 3A pension solution is best for me?
- How do I plan my retirement financially?
- Am I with the right bank or insurance company?
- How does inflation and the interest rate environment affect my investments?
As a federally certified asset manager, I can support you with financial questions and contact with financial and insurance companies. If you wish, I can assess your overall financial situation.
I understand complex relationships and can explain them to you in an understandable way.
Matthias Rimann
Qualifications
Relevant Diplomas
Dipl. Finanzanalytiker und Vermögensverwalter, 2011
Certified International Investment Analyst CIIA®, 2011
Language(s) in counseling
Deutsch
Topics:
Assess the overall financial situation
Financial Planning
Invest money
Receive a pension or capital
Buy a home
Early retirement, is it possible?
Pillar 3a
Create a budget plan
Partner protection
Pension fund buy-in, is it worthwhile?
Homeownership in retirement age
Budget plan after retirement
Save taxes in retirement
Budget plan after divorce
Settle an inheritance
Tax optimization
Self-employment
Second opinion
Second opinion on retirement plan
Optimize tax burden after retirement
Advance on inheritance
Living situation
Real estate as a pension
Affordability as a widow
Sell a property
Real estate as an investment object
Invest vested benefits funds
Financial independence
Major purchase
Pension situation
Finance a holiday home
Reviews (1)
Herr Rimann, endlich mal ein Finanzprofi, der sich Zeit nimmt und bei dem ich verstehe, um was es geht.

Evaluation
Share your experience with us.