Davide Grimm
Top Rated

City Dübendorf

Dübelstein Consulting AG

(0 with 0 ratings)

Be clever, Dübelstein!

In consulting for over 15 years, in insurance for over 10 years and as a self-employed and independent insurance broker and financial advisor for over 5 years.
Over 1500 private customers and over 150 corporate customers.
>240 five-star Google reviews.
Official ETH AI Center insurance broker

Qualifications

Relevant Diplomas

  • TestedDipl. Finanzberater IAF, 2019

  • TestedVersicherungsvermittler VBV, 2018

Entry in the FIDLEG advisor register

Language(s) in counseling

  • Deutsch

  • Portugiesisch

  • Spanisch

  • Englisch

Relevant memberships

  • FINMA unterstellt

  • Cicero Mitgliedschaft

Topics:

Pillar 3a

Insure against disability and death

Optimize insurance policies

Assess the overall financial situation

Financial Planning

Invest money

Receive a pension or capital

Buy a home

Early retirement, is it possible?

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

Crypto consulting

Second opinion

Evaluation

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