Maria Colicchio

City Winterthur

(0 with 0 ratings)

Expert in tailor-made asset management across generations

In banking, I have many years of experience in developing strategic financial concepts. My job is much more than just a job - it is my passion. With a deep understanding of the individual needs of wealthy families, I help them manage their finances with confidence and develop tailor-made strategies. My personal commitment and goal-oriented approach make me a reliable partner in all financial matters.

Qualifications

Language(s) in counseling

  • Italienisch

  • Deutsch

Relevant memberships

  • FINMA unterstellt

Topics:

Assess the overall financial situation

Invest money

Budget plan after retirement

Receive a pension or capital

Financial Planning

Buy a home

Budget plan after divorce

Early retirement, is it possible?

Create a budget plan

Sell a property

Partner protection

Pension fund buy-in, is it worthwhile?

Pillar 3a

Homeownership in retirement age

Save taxes in retirement

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

Living situation

Financial independence

Invest vested benefits funds

Pension situation

Advance directive and living will

Finance a holiday home

Real estate as an investment object

Real estate as a pension

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