
Marvin Schwiede
Hünenberg
OVB Vermögensberatung (Schweiz) AG
(5 with 1 ratings)
Simple & strategic finance – Your customized solution 💡 Financial success is no coincidence. It’s strategy.
Everyone has individual goals and dreams – that’s why a customized financial strategy is essential. I guide you through the financial jungle and help you optimize your finances, minimize risks, and build long-term wealth.
🔹 More financial freedom through smart financial optimization
🔹 Secure retirement planning & smart investment strategies for your future
🔹 Budget planning that helps you get the most out of your income
🔹 Real estate financing tailored to your needs
My goal? Maximum financial advantage for you!
As your personal advisor, I’m by your side for the long term – independent, honest, and with a clear plan.
📩 Let’s talk! I look forward to hearing from you.
Qualifications
Relevant Diplomas
Dipl. Finanzberater IAF, 2017
B.Sc. ZFH in Betriebsökonomie mit Vertiefung in Banking and Finance, 2016
Entry in the FIDLEG advisor register
Regservices.ch, ID MS90573
Language(s) in counseling
Deutsch
Englisch
Relevant memberships
FINMA unterstellt
Cicero Mitgliedschaft
Topics:
Financial Planning
Assess the overall financial situation
Pillar 3a
Tax optimization
Invest money
Create a budget plan
Partner protection
Pension situation
Buy a home
Optimize insurance policies
Early retirement, is it possible?
Self-employment
Second opinion
Living situation
Affordability as a widow
Invest vested benefits funds
Insure against disability and death
Pension fund buy-in, is it worthwhile?
Homeownership in retirement age
Budget plan after retirement
Save taxes in retirement
Budget plan after divorce
Major purchase
Financial independence
Reviews (1)
Die offene und transparente Art von Herrn Schwiede hat mich sehr beeindruckt. Man spürt, dass ihm sehr viel am Kundenwohl liegt. Besonders angenehm fand ich, dass er mir auch deutlich aufzeigen konnte was Sinn macht und was nicht. Ich kann Herrn Schwiede nur wärmstens weiterempfehlen!

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