Thalwil
Website
Keep it simple and easy - both business and private
Personally, it is very important to me that the solutions presented are translated from technical jargon into generally understandable language and are understood accordingly by the customers.
I can draw on comprehensive financial training, several years of consulting work and my experience as a speaker in adult education on the subject of finance.
Qualifications
Relevant Diplomas
Finanzplaner mit eidg. FA, 2019- Dipl. Finanzberater IAF, 2018
Language(s) in counseling
Deutsch
Relevant memberships
FINMA unterstellt
Topics:
Assess the overall financial situation
Receive a pension or capital
Early retirement, is it possible?
Create a budget plan
Partner protection
Pension fund buy-in, is it worthwhile?
Save taxes in retirement
Who inherits how much?
Tax optimization
Second opinion
Second opinion on retirement plan
Optimize tax burden after retirement
Advance on inheritance
Real estate as a pension
Affordability as a widow
Financial independence
Major purchase
Pension situation
Advance directive and living will
Insure against disability and death
Optimize insurance policies
Financial Planning
Invest money
Buy a home
Pillar 3a
Homeownership in retirement age
Living situation
Real estate as an investment object
Invest vested benefits funds
Settle an inheritance
Reviews (1)
G
Philipp
05.03.2025
Ein sehr empathischer Vermögensberater, welcher meine Bedürfnisse im Anlagebereich vollumfänglich verstanden und eine für mich passende Lösung gefunden hat.
Evaluation
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