Romina Trivella

City Zürich

(0 with 0 ratings)

Personality and experience

Qualifications

Language(s) in counseling

  • Deutsch

Topics:

Buy a home

Finance a holiday home

Living situation

Homeownership in retirement age

Real estate as a pension

Real estate as an investment object

Affordability as a widow

Assess the overall financial situation

Financial Planning

Invest money

Receive a pension or capital

Early retirement, is it possible?

Pillar 3a

Create a budget plan

Partner protection

Pension fund buy-in, is it worthwhile?

Budget plan after retirement

Save taxes in retirement

Budget plan after divorce

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

Sell a property

Invest vested benefits funds

Financial independence

Major purchase

Pension situation

Advance directive and living will

Insure against disability and death

Optimize insurance policies

Crypto consulting

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