Thomas Angehrn | Find a financial advisor

Thomas Angehrn

City Abtwil

Golden Consulting GmbH

(5 with 1 ratings)

Contact

Make dreams and wishes come true – your personal "life plan" for every phase of life

With over 12 years of experience, I dedicate myself to the dreams and wishes of my clients. My experience is the key to your sustainable added value. What are your personal wishes, dreams and goals? I look forward to creating your individual "life plan" with you and accompanying you step by step to the realization of your dreams.

I advise you with passion and commitment to find solutions that are perfectly tailored to your needs. Since I am not tied to a bank or insurance company, I can evaluate the best partner for your needs with you.

Together we will shape your financial future so that you can devote yourself to your dreams without worry.

Qualifications

Relevant Diplomas

Bachelor of Arts in Volkswirtschaftslehre, 2011
Master of Arts in Rechnungswesen und Finanzen, 2013

Entry in the FIDLEG advisor register

Regservices.ch, ID TA50736

Language(s) in counseling

Englisch
Deutsch

Relevant memberships

FINMA unterstellt

Topics:

Assess the overall financial situation

Financial Planning

Invest money

Buy a home

Early retirement, is it possible?

Pillar 3a

Partner protection

Pension fund buy-in, is it worthwhile?

Homeownership in retirement age

Self-employment

Second opinion

Second opinion on retirement plan

Living situation

Real estate as a pension

Affordability as a widow

Sell a property

Finance a holiday home

Real estate as an investment object

Invest vested benefits funds

Financial independence

Major purchase

Pension situation

Advance directive and living will

Insure against disability and death

Tax optimization

Optimize insurance policies

Reviews (1)

Monika

01.05.2024

Ich bin absolut begeistert von der Arbeit von Thomas. Er hat mit uns zusammen ein Konzept erarbeitet, welches alle Bereiche unserer finanziellen Planung langfristig abdeckt. Wir haben uns jederzeit voll verstanden gefühlt und Thomas hat unsere aktuelle Situation und die zukünftigen Pläne in dem ...