Ueli Gerber
Frauenfeld
FIT Finance GmbH
(0 with 0 ratings)
The personal companion for your financial marathon.
He is the father of two sons with whom he enjoys spending his free time.
In addition to his job and family, he has been running for 40 years. He has already run several marathons and a highlight was taking part in the Two Ocean Ultramarathon in Cape Town in 2017.
In addition to running, he loves to travel. He loves to travel in his camper van. He has also been involved in diving for many years. In addition to sport, he also enjoys a fine wine and dine now and then.
Qualifications
Language(s) in counseling
Deutsch
Relevant memberships
FinanzPlaner Verband Schweiz FPVS
Schweizerischer Finanzberaterverband SFBV
FINMA unterstellt
Cicero Mitgliedschaft
Topics:
Invest money
Financial Planning
Receive a pension or capital
Invest vested benefits funds
Assess the overall financial situation
Buy a home
Early retirement, is it possible?
Pillar 3a
Tax optimization
Pension fund buy-in, is it worthwhile?
Create a budget plan
Pension situation
Optimize insurance policies
Financial independence
Partner protection
Advance directive and living will
Budget plan after retirement
Save taxes in retirement
Sell a property
Homeownership in retirement age
Second opinion
Second opinion on retirement plan
Self-employment
Optimize tax burden after retirement
Advance on inheritance
Living situation
Real estate as a pension
Finance a holiday home
Real estate as an investment object
Major purchase
Insure against disability and death
Budget plan after divorce
Donate an inheritance
Settle an inheritance
Who inherits how much?
Affordability as a widow
Evaluation
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