Patrick Oeschger
Rheinfelden
Selbstständig
(0 with 0 ratings)
Save CHF 3,000.- / PER year - reduce taxes, plan for the future, secure yourself and buy a house - I'm happy to help you!
- I have been advising around 10,000 customers personally for 20 years
- I do your tax return for BL/BS/AG and SO
- I show you how you can optimize around CHF 3,000 per year
- I plan your finances optimally and find the best mortgage, 3rd pillar and insurance for you
- Taxes - Pensions - Buying a house - Assets - Inheritance - Estate
Qualifications
Relevant Diplomas
Ökonom Uni Basel lic.rer.pol., 1989
Language(s) in counseling
Englisch
Französisch
Deutsch
Relevant memberships
FINMA unterstellt
Topics:
Invest money
Receive a pension or capital
Early retirement, is it possible?
Create a budget plan
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
Donate an inheritance
Second opinion
Second opinion on retirement plan
Optimize tax burden after retirement
Advance on inheritance
Real estate as a pension
Finance a holiday home
Invest vested benefits funds
Major purchase
Advance directive and living will
Evaluation
Share your experience with us.
