Moritz Lucas Klingler

City Zürich

(0 with 0 ratings)

Reliable advice for your financial security - mortgages, pensions and insurance from a single source

With more than 12 years of experience as a pension and insurance expert at a large insurance company, I have developed a deep understanding of the needs of my customers. During this time, I have acquired in-depth knowledge of financial planning and risk protection, which I now use in my daily work.

For two years, I have also been working as a mortgage expert and support my clients with tailor-made solutions for their real estate financing. My combination of many years of experience in insurance and pension advice and expertise in the field of mortgages enables me to offer comprehensive financial solutions tailored to the individual situation.

I attach great importance to a trusting and transparent collaboration in which the long-term security and satisfaction of my clients are always the focus.

My goal is to offer you the best solutions for your financial future and to accompany you competently every step of the way.

Qualifications

Language(s) in counseling

  • Englisch

  • Französisch

  • Deutsch

Relevant memberships

  • FINMA unterstellt

  • Cicero Mitgliedschaft

Topics:

Buy a home

Finance a holiday home

Homeownership in retirement age

Real estate as an investment object

Living situation

Assess the overall financial situation

Real estate as a pension

Sell a property

Financial Planning

Invest money

Receive a pension or capital

Early retirement, is it possible?

Pillar 3a

Create a budget plan

Partner protection

Pension fund buy-in, is it worthwhile?

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

Affordability as a widow

Invest vested benefits funds

Financial independence

Major purchase

Pension situation

Advance directive and living will

Insure against disability and death

Optimize insurance policies

Crypto consulting

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