Jacqueline Geissel

City Kloten

LifeCore - Selbstständig

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Your needs are determined through a detailed analysis. On this basis, a tailor-made and comprehensive concept is then developed for you.

With over 12 years of experience in the financial sector, I offer my customers in-depth knowledge in the areas of investments, pensions and retirement planning as well as health and property insurance. I guarantee neutral, thorough all-round financial planning. It is not always easy to keep track of things in the financial jungle. Often you have different advisors in one household: for health and property insurance, pensions, taxes and banks. Especially when life circumstances suddenly change, it is a great advantage to have one contact person for all situations.

Financial planning for private households and companies including pension planning, risk analysis, mortgage negotiations, price-performance assessment of insurance in general.

Qualifications

Relevant Diplomas

  • TestedZert. Vermögensberater FIDLEG, 2021

  • TestedDipl. Finanzberaterin IAF, 2016

Entry in the FIDLEG advisor register

  • RegFix, ID   32404

Language(s) in counseling

  • Italienisch

  • Englisch

  • Französisch

  • Deutsch

Relevant memberships

  • FINMA unterstellt

  • Cicero Mitgliedschaft

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

Who inherits how much?

Settle an inheritance

Tax optimization

Donate an inheritance

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

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

Optimize insurance policies

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