City Wabern

www.FAIRINVEST.info

(5 with 3 ratings)

Basic knowledge and information on investing money

Since 2008, I have been giving my customers the skills to invest their assets independently, cost-effectively and, if necessary, sustainably, according to their actual needs. I accompany them for as long as they wish.

Compared to traditional investment advice, my customers increase their returns by an average of 0.7% per year, because I have no conflict of interest: I neither collect commissions from your investments, nor do I charge for expenses based on hours worked: my fee only corresponds to what you could save in unnecessary bank fees in a year thanks to my information.

You will receive all information, comparisons and calculations in writing, black on white.

My skills come from studies with degrees in economics, management and philosophy, as well as from several years of professional experience with banks at home and abroad.

The broad life experience, both with companies and with humanitarian organizations such as the ICRC and the Swiss Solidarity, forms a reliable basis for a trusting collaboration.

You can find detailed information at www.FAIRINVEST.info

I look forward to hearing from you, it is non-binding and free of charge.

Kind regards
Othmar Ulrich

Qualifications

Relevant Diplomas

  • TestedMaster of Arts in in Political, Legal, and Economic Philosophy, 2018

  • TestedIMD MBA, 2001

  • Testedlic.rer.pol., 1988

Language(s) in counseling

  • Deutsch

  • Französisch

  • Englisch

  • Spanisch

Topics:

Invest money

Financial Planning

Second opinion

Pillar 3a

Invest vested benefits funds

Assess the overall financial situation

Pension situation

Financial independence

Create a budget plan

Early retirement, is it possible?

Donate an inheritance

Receive a pension or capital

Pension fund buy-in, is it worthwhile?

Budget plan after retirement

Save taxes in retirement

Second opinion on retirement plan

Tax optimization

Optimize tax burden after retirement

Affordability as a widow

Advance directive and living will

Major purchase

Budget plan after divorce

Reviews (3)

G

Nadine

22.01.2024

Ich bedanke mich für die freundliche, kompetente und unkomplizierte Beratung!

G

S.R.

22.01.2024

Sehr geehrter Herr Ulrich Ich möchte mich ganz herzlich bei Ihnen bedanken für Ihre hervorragende Unterstützung in den letzten zwei Jahren. Ich durfte von Ihnen sehr viel lernen und es war immer angenehm und mit Freude verbunden. Ich bin auch ein grosses Stück erleichtert, jetzt eine gut ang ...

G

ursula

22.01.2024

Profundes Wissen, professionelles Vorgehen bei der Beratung.

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