
It is often a question of perspective - you as the customer are the focus
Qualifications
Relevant Diplomas
Finanzplaner mit eidg. FA, 2019
Language(s) in counseling
Deutsch
Relevant memberships
FinanzPlaner Verband Schweiz FPVS
Cicero Mitgliedschaft
Topics:
Pension situation
Insure against disability and death
Partner protection
Tax optimization
Pillar 3a
Assess the overall financial situation
Receive a pension or capital
Early retirement, is it possible?
Budget plan after retirement
Create a budget plan
Save taxes in retirement
Pension fund buy-in, is it worthwhile?
Invest vested benefits funds
Buy a home
Sell a property
Affordability as a widow
Finance a holiday home
Financial Planning
Homeownership in retirement age
Budget plan after divorce
Who inherits how much?
Settle an inheritance
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
Real estate as an investment object
Financial independence
Major purchase
Advance directive and living will
Optimize insurance policies
Invest money

Evaluation
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