Matthias Rimann

City Winterthur

Privat und unabhängig - mit 20 Jahren Erfahrung in der Finanzbranche

(5 with 1 ratings)

Independent advice often leads to the best solution

I am completely independent, not tied to any financial institution and have over 20 years of experience in the financial and real estate industry.

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

  • TestedDipl. Finanzanalytiker und Vermögensverwalter, 2011

  • TestedCertified 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)

G

(without first names)

28.11.2023

Herr Rimann, endlich mal ein Finanzprofi, der sich Zeit nimmt und bei dem ich verstehe, um was es geht.

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