
Othmar Ulrich
Wabern
www.FAIRINVEST.info
(5 with 3 ratings)
Basic knowledge and information on investing money
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
Master of Arts in in Political, Legal, and Economic Philosophy, 2018
IMD MBA, 2001
lic.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)
Ich bedanke mich für die freundliche, kompetente und unkomplizierte Beratung!
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 ...
Profundes Wissen, professionelles Vorgehen bei der Beratung.

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