Nicolas Mülhauser

City Bern

Winnewisser Vermögensplanung AG

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Investing, financing and planning with a plan

Customers appreciate my open and helpful personality. For me, the person, his or her story and his or her needs are the most important thing. It is also important to me that I understand the overall situation of the person I am dealing with.

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

  • TestedCertified Wealth Management Advisor CWMA, 2023

Entry in the FIDLEG advisor register

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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