Oliver Gilgen

City Konolfingen

(0 with 0 ratings)

Experience. Competence. Trust.

- I have been working as an asset and pension advisor for over 30 years. Since 2007, I have been responsible for customers in the area of investments and pensions at Raiffeisen.
- 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

  • TestedZertifikat ESG-CA Investments, 2022

  • TestedBankfachmann 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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