
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.
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.