City Hünenberg

OVB Vermögensberatung (Schweiz) AG

(5 with 1 ratings)

Simple & strategic finance – Your customized solution 💡 Financial success is no coincidence. It’s strategy.

Welcome to my profile! 😊

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

  • TestedDipl. Finanzberater IAF, 2017

  • TestedB.Sc. ZFH in Betriebsökonomie mit Vertiefung in Banking and Finance, 2016

Entry in the FIDLEG advisor register

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)

G

Thomas B.

15.12.2023

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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