
Oliver Gilgen
Konolfingen
Raiffeisenbank Kiesental
(0 with 0 ratings)
Experience. Competence. Trust.
- I take the time to understand the individual needs and goals of my customers and offer them the best possible advice.
- I have in-depth knowledge in all areas of asset management and pension provision.
- I have specialized in planning and optimizing pension provision and help my customers to achieve a carefree life in retirement.
- I explain complex financial topics in an understandable way and help my customers to achieve their financial goals.
Qualifications
Relevant Diplomas
Zertifikat ESG-CA Investments, 2022
Bankfachmann mit eidg. FA, 2001
Language(s) in counseling
Deutsch
Topics:
Assess the overall financial situation
Financial Planning
Invest money
Receive a pension or capital
Early retirement, is it possible?
Pillar 3a
Pension fund buy-in, is it worthwhile?
Homeownership in retirement age
Budget plan after retirement
Save taxes in retirement
Who inherits how much?
Tax optimization
Optimize tax burden after retirement
Advance on inheritance
Invest vested benefits funds
Pension situation
Create a budget plan

Evaluation
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