Sascha Paul C.
Independent investment advice
Location: Luzern
Company: Cenorium AG
Languages: Deutsch, English
Qualifications: CFA Charterholder, MSc in Money & Banking, BSc in Economics
Topics: Vermögensaufbau & Anlegen
Specialties: ETF-Portfolios, Investieren statt Sparen, Alternative Anlagen, Anlageobjekte, 3. Säule, Nachhaltige Anlagen
Rating: 5.0 out of 5 (2 reviews)
About Sascha Paul
Insurance, mortgages, or Pillar 3a savings plans are important topics, but not my core area of expertise. If you are looking for advice in these areas, I would be happy to refer you to my colleagues.
I am the right person to contact if you already have a portfolio but are struggling with the following questions:
1. Is my portfolio structured wisely for the long term?
2. Are my investments diversified, or are there any concentration risks?
3. What are the actual annual costs?
4. Can risks or fees be reduced with simple steps?
5. How can I ensure that I maintain an overview and understand my portfolio?
Since I work purely on an hourly or project basis, I can provide you with objective advice and recommend only the products that are right for you. Anything else simply wouldn't be right.
But to be completely transparent from the outset: my current hourly rate is 150 Swiss francs.
To give my clients greater planning security, I also offer packages at a fixed price. Nobody wants unpleasant surprises—neither when investing nor during consultations.
If you would also like a better overview of your investments, I look forward to hearing from you.
Best regards,
Sascha Paul