Urs Bolt

Urs Bolt

City Glattpark (Opfikon)

Bolt Money

(5 with 9 ratings)

Contact

Your guide to financial independence for expats / Guiding Expats to Financial Wellbeing

Do you have savings in your bank account, but it hardly generates any returns? Are you dissatisfied with your financial situation or your bank? Do you want to have control over your finances yourself but don't know how? Are you a foreign citizen, a digital nomad or retiree living abroad?

Then you need a money mentor. Someone who explains the secrets of growing your wealth in simple language.

After 6 months you will be financially independent! You know the DOs and DON'Ts, have mastered the most important financial terms and manage your assets largely yourself.

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You have savings in your bank account, but it generates minimal returns? Are you dissatisfied with your financial situation or your bank? Do you want to have control over your finances yourself but don't know how? Are you a foreign citizen, a digital nomad or retiree living abroad?

Then you need a money mentor. Someone who explains the secrets of growing your wealth in simple language.

After 6 months, you will be financially autonomous! You will know the dos and don'ts, master the most important financial terms, and largely manage your wealth on your own.

Qualifications

Relevant Diplomas

  • TestedChartered Digital Asset Analyst I, 2023

  • TestedCISI Level 3 Certificate in Investments (Derivatives), 2011

  • TestedCertified EFFAS Financial Analyst, 1996

  • TestedDipl. Finanzanalytiker und Vermögensverwalter, 1996

  • TestedDipl. Bankfachmann, 1992

Language(s) in counseling

  • Deutsch

  • Englisch

Topics:

Financial independence

Assess the overall financial situation

Financial Planning

Pension situation

Invest money

Invest vested benefits funds

Receive a pension or capital

Early retirement, is it possible?

Self-employment

Second opinion

Pillar 3a

Save taxes in retirement

Real estate as a pension

Buy a home

Create a budget plan

Partner protection

Pension fund buy-in, is it worthwhile?

Homeownership in retirement age

Budget plan after retirement

Budget plan after divorce

Settle an inheritance

Tax optimization

Second opinion on retirement plan

Optimize tax burden after retirement

Advance on inheritance

Living situation

Sell a property

Real estate as an investment object

Major purchase

Crypto consulting

Contact

Reviews (9)

G

Dejan

26.12.2024

Mr. Bolt is truly an expert in what he does, all recommendations.

G

Patrick

05.11.2023

I've known Urs for more than 10 years now. His businss acumen is second to none and his vast expertise in the areas of investment and finance are truly impressive. What's more, Urs has a unparalleled work ethic and always puts his clients first.

G

(without first names)

04.11.2023

Urs is an exceptional financial coach with expertise in product-independent, comprehensive financial mentoring. His standout skill is breaking down intricate financial concepts, giving clients the confidence to make well-informed decisions and seize control of their financial futures. Urs's extensiv ...

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