
We cannot predict the future, but we can shape it.
90% of homeowners aged between 55 and 63 are thinking about housing in old age - but only 16% have sought advice so far.
This and many other survey findings are incentive enough for me to support you as best as possible on important topics such as retirement, inheritance and security.
And the more life experience you have, the more targeted I can advise you. True to the motto: "Information is not knowledge. The only source of knowledge is experience."
When can I meet you?
This and many other survey findings are incentive enough for me to support you as best as possible on important topics such as retirement, inheritance and security.
And the more life experience you have, the more targeted I can advise you. True to the motto: "Information is not knowledge. The only source of knowledge is experience."
When can I meet you?
Qualifications
Relevant Diplomas
Finanzplanerin mit eidg. FA, 2019
Dipl. Finanzberaterin IAF, 2018
CAS Senior Financial Consultant HWZ, 2024
Language(s) in counseling
Deutsch
Relevant memberships
FINMA unterstellt
Topics:
Assess the overall financial situation
Receive a pension or capital
Pension fund buy-in, is it worthwhile?
Homeownership in retirement age
Save taxes in retirement
Pension situation
Partner protection
Insure against disability and death
Affordability as a widow
Who inherits how much?
Settle an inheritance
Tax optimization
Second opinion on retirement plan
Financial Planning

Evaluation
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