Andreas Balzarini
Binningen
Selbstständig
(0 with 0 ratings)
Consulting with passion
My goal is to create added value for every customer need and to offer successful advice
I have over 30 years of professional experience in the areas of investments, pensions, mortgages and taxes
Qualifications
Relevant Diplomas
Dipl. Finanzberater IAF, 2024- Certified Wealth Management Advisor CWMA, 2016
Language(s) in counseling
Deutsch
Englisch
Topics:
Assess the overall financial situation
Financial Planning
Invest money
Receive a pension or capital
Buy a home
Early retirement, is it possible?
Pillar 3a
Create a budget plan
Partner protection
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
Tax optimization
Second opinion
Second opinion on retirement plan
Optimize tax burden after retirement
Advance on inheritance
Living situation
Real estate as a pension
Affordability as a widow
Finance a holiday home
Invest vested benefits funds
Financial independence
Major purchase
Pension situation
Evaluation
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