
Expert in tailor-made asset management across generations
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

Evaluation
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