Sarah De Simoni

City Zürich

(0 with 0 ratings)

A solid financial plan does not start with numbers, but with a personal conversation.

My focus is on accompanying customers through different phases of life - and doing so with a holistic approach. Because financial decisions are more than just numbers. They reflect individual life stories.

For me, holistic financial advice means the following:

1. Individual advice: Individual advice tailored to your life situation is a prerequisite.

2. Your personal situation: I take the time to analyze your individual situation and focus on your needs and goals.

3. Long-term partnership: My goal is to be by your side not only today, but also in the future, in order to continuously achieve your financial goals.

4. Versatile team of experts: If necessary, I will bring in experts from the areas of taxes, succession planning and pension arrangements.

Arrange a non-binding initial consultation to discuss your personal situation. I look forward to hearing from you.

Qualifications

Language(s) in counseling

  • Englisch

  • Deutsch

Relevant memberships

  • FINMA unterstellt

Topics:

Assess the overall financial situation

Financial Planning

Invest money

Pillar 3a

Second opinion

Pension situation

Financial independence

Major purchase

Invest vested benefits funds

Create a budget plan

Partner protection

Receive a pension or capital

Pension fund buy-in, is it worthwhile?

Settle an inheritance

Tax optimization

Self-employment

Second opinion on retirement plan

Evaluation

Share your experience with us.

Evaluation

0/2048