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:

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

Share your experience with us.

Evaluation

0/2048