Alican Dügünyurdu
Glattbrugg
Triventum AG
(0 with 0 ratings)
Triventum AG - The Triangle to Success
My customers value my reliability, professionalism and specialist knowledge.
Problems are always solved quickly and effectively for the benefit of my customers.
As a managing director with several years of professional experience, I stand for competence, innovation and success.
So much for me, now it's your turn...
Let's arrange an initial meeting.
Qualifications
Relevant Diplomas
Dipl. Finanzberater IAF, 2022
Entry in the FIDLEG advisor register
Regservices.ch, ID AD16747
Language(s) in counseling
Türkisch
Englisch
Französisch
Deutsch
Relevant memberships
FINMA unterstellt
Cicero Mitgliedschaft
Topics:
Assess the overall financial situation
Invest money
Financial Planning
Pillar 3a
Create a budget plan
Pension situation
Optimize insurance policies
Financial independence
Buy a home
Sell a property
Living situation
Tax optimization
Partner protection
Self-employment
Pension fund buy-in, is it worthwhile?
Budget plan after retirement
Budget plan after divorce
Real estate as a pension
Homeownership in retirement age
Donate an inheritance
Save taxes in retirement
Second opinion
Second opinion on retirement plan
Optimize tax burden after retirement
Advance on inheritance
Early retirement, is it possible?
Affordability as a widow
Finance a holiday home
Real estate as an investment object
Invest vested benefits funds
Major purchase
Insure against disability and death
Receive a pension or capital
Evaluation
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