
Nicolas Mülhauser
Bern
Winnewisser Vermögensplanung AG
(0 with 0 ratings)
Investing, financing and planning with a plan
As a financial and asset planner at Winnewisser Vermögensplanung, we tailor your financial strategy to your individual goals, needs and risk preferences. We help you to structure your assets and to fully exploit the existing potential. We advise you on the topics of retirement planning, securities investments, real estate and structuring mortgages.
Qualifications
Relevant Diplomas
Certified Wealth Management Advisor CWMA, 2023
Entry in the FIDLEG advisor register
Regservices.ch, ID NM88764
Language(s) in counseling
Englisch
Deutsch
Relevant memberships
FINMA unterstellt
Topics:
Assess the overall financial situation
Create a budget plan
Budget plan after retirement
Pension situation
Financial Planning
Receive a pension or capital
Pension fund buy-in, is it worthwhile?
Early retirement, is it possible?
Invest money
Buy a home
Homeownership in retirement age
Sell a property
Finance a holiday home
Real estate as an investment object
Real estate as a pension
Pillar 3a
Invest vested benefits funds
Second opinion
Second opinion on retirement plan
Major purchase
Advance directive and living will
Save taxes in retirement
Settle an inheritance
Self-employment

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