Melanie Oberholzer | Find a financial advisor

Melanie Oberholzer

City Wittenbach

Raiffeisenbank Wittenbach-Häggenschwil

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Expertise and personality to achieve your financial goals

For more than five years, I have been contributing my passion and expertise to the asset management of Raiffeisenbank Wittenbach-Häggenschwil, a locally anchored bank. With a clear focus on holistic and neutral advice, we support our customers in achieving their financial goals. My many years of experience have taught me that competence, commitment and empathy are the cornerstones of successful advice.

Every customer has a unique situation and needs, and it is my job to offer tailor-made solutions that meet your individual requirements. With my commitment and expertise, I am a reliable partner and help you achieve financial security and well-being.

Qualifications

Relevant Diplomas

BSc FHO in Business Administration, Vertiefung Banking & Finance, 2019
Finanzplanerin mit eidg. Fachausweis, 2022

Language(s) in counseling

Deutsch

Relevant memberships

FINMA unterstellt

Topics:

Early retirement, is it possible?

Financial Planning

Assess the overall financial situation

Budget plan after retirement

Receive a pension or capital

Invest money

Buy a home

Pillar 3a

Pension fund buy-in, is it worthwhile?

Homeownership in retirement age

Pension situation

Advance directive and living will

Who inherits how much?

Settle an inheritance

Partner protection

Insure against disability and death

Invest vested benefits funds

Save taxes in retirement

Second opinion on retirement plan

Sell a property

Living situation

Create a budget plan

Optimize tax burden after retirement

Real estate as a pension

Affordability as a widow

Second opinion

Advance on inheritance

Finance a holiday home

Tax optimization

Real estate as an investment object

Financial independence

Major purchase