Nadine Sadecky

City Zürich

Holistic Flow by Nadine Sadecky - Life und Finanzcoaching

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Thanks to clarity, more independence and security

- Worked for major banks for 13 years (financial planner and customer advisor for wealthy private customers)
- Self-employed as a coach and advisor in the areas of finance, life and body & soul for 1 year
- I am convinced that knowledge in the area of finance and pension planning makes people more self-determined and independent. Those who take their finances into their own hands make more independent decisions and feel freer, stronger and more secure.

With my open and relaxed manner, I would like to awaken your curiosity and joy in finances and accompany you professionally on your path to financial independence in a trustworthy environment.

Qualifications

Relevant Diplomas

  • TestedCertified Wealth Management Advisor CWMA, 2019

  • TestedMaster of Advanced Studies ZFH in Financial Consulting, 2014

  • TestedJuristin lic.iur., 2009

Language(s) in counseling

  • Deutsch

Topics:

Assess the overall financial situation

Financial Planning

Receive a pension or capital

Invest money

Pillar 3a

Pension fund buy-in, is it worthwhile?

Create a budget plan

Early retirement, is it possible?

Budget plan after retirement

Budget plan after divorce

Second opinion

Second opinion on retirement plan

Financial independence

Invest vested benefits funds

Evaluation

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