
Davide Grimm
Dübendorf
Dübelstein Consulting AG
(0 with 0 ratings)
Be clever, Dübelstein!
Over 1500 private customers and over 150 corporate customers.
>240 five-star Google reviews.
Official ETH AI Center insurance broker
Qualifications
Relevant Diplomas
Dipl. Finanzberater IAF, 2019
Versicherungsvermittler VBV, 2018
Entry in the FIDLEG advisor register
Regservices.ch, ID DC67463
Language(s) in counseling
Deutsch
Portugiesisch
Spanisch
Englisch
Relevant memberships
FINMA unterstellt
Cicero Mitgliedschaft
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
Tax optimization
Self-employment
Second opinion on retirement plan
Advance on inheritance
Living situation
Real estate as a pension
Affordability as a widow
Sell a property
Finance a holiday home
Real estate as an investment object
Invest vested benefits funds
Financial independence
Major purchase
Pension situation
Insure against disability and death
Optimize insurance policies
Crypto consulting
Second opinion

Evaluation
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