City Glattbrugg

Triventum AG

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Triventum AG - The Triangle to Success

I attach great importance to ensuring that my customers feel they are in good hands and can count on me at all times. Thanks to my in-depth training and ongoing further education, I am able to find tailor-made solutions for the individual needs of my customers.

My goal is to build long-term and trusting relationships in order to be successful together.

Qualifications

Relevant Diplomas

  • TestedDipl. Finanzberater IAF, 2023

Entry in the FIDLEG advisor register

Language(s) in counseling

  • Englisch

  • Deutsch

Relevant memberships

  • FINMA unterstellt

  • Cicero Mitgliedschaft

Topics:

Assess the overall financial situation

Financial Planning

Invest money

Receive a pension or capital

Buy a home

Early retirement, is it possible?

Pillar 3a

Create a budget plan

Partner protection

Pension fund buy-in, is it worthwhile?

Homeownership in retirement age

Budget plan after retirement

Save taxes in retirement

Budget plan after divorce

Who inherits how much?

Settle an inheritance

Tax optimization

Donate an inheritance

Self-employment

Second opinion

Second opinion on retirement plan

Optimize tax burden after retirement

Advance on inheritance

Living situation

Real estate as a pension

Affordability as a widow

Sell a property

Finance a holiday home

Real estate as an investment object

Invest vested benefits funds

Financial independence

Major purchase

Pension situation

Advance directive and living will

Insure against disability and death

Optimize insurance policies

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