Michael Gatti

City Oberdorf

Rüefli Partner AG

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Personality and experience

Welcome to Rüefli Partner AG, your expert for financial, pension and asset management in the canton of Solothurn and the whole of Switzerland. With years of experience and in-depth knowledge in the field of private asset planning, I offer comprehensive solutions for every aspect of your financial needs. Whether it's about optimizing investments, asset planning or developing a sustainable financial strategy, I'm here to support you.

My focus is on personalizing advisory services to ensure that every client receives a tailor-made solution that is precisely tailored to their individual goals and needs. With a combination of expertise, commitment and a deep understanding of the financial market, I ensure that you achieve your financial goals.

Build on my extensive experience and specialized knowledge to optimize your financial portfolio. With me on your site, you can be sure that your financial future is in the best hands.

Qualifications

Relevant Diplomas

  • TestedDipl. Finanzberater IAF, 2016

  • TestedVermögensberater mit eidg. FA, 2019

  • TestedDipl. Finanz- und Anlageexperte, 2020

Entry in the FIDLEG advisor register

Language(s) in counseling

  • Deutsch

Relevant memberships

  • FINMA unterstellt

  • Cicero Mitgliedschaft

Topics:

Receive a pension or capital

Early retirement, is it possible?

Second opinion on retirement plan

Invest money

Invest vested benefits funds

Save taxes in retirement

Pension fund buy-in, is it worthwhile?

Budget plan after retirement

Financial Planning

Pillar 3a

Tax optimization

Homeownership in retirement age

Second opinion

Assess the overall financial situation

Optimize tax burden after retirement

Financial independence

Pension situation

Affordability as a widow

Insure against disability and death

Optimize insurance policies

Self-employment

Buy a home

Real estate as an investment object

Advance directive and living will

Settle an inheritance

Donate an inheritance

Advance on inheritance

Real estate as a pension

Create a budget plan

Budget plan after divorce

Living situation

Partner protection

Finance a holiday home

Sell a property

Major purchase

Who inherits how much?

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