City Laufen

Allianz Suisse

(5 with 1 ratings)

Financial advice with heart and mind – your companion through all phases of life.

Finances are more than just numbers – they are an essential part of our lives. As a financial advisor, I accompany my clients through all phases of life with passion, expertise, and vision. My goal is to create customized solutions that not only provide financial security but also open up long-term prospects.

With years of experience in the financial industry and a deep understanding of my clients' needs, I stand for transparent, honest, and sustainable advice. My goal is to make complex topics understandable and to develop customized strategies that are a perfect fit for my clients.

A special highlight of my professional career was the award I received in 2024: I was ranked among Allianz's top 20 advisors in Switzerland in the Start-Up category. This recognition confirms my commitment and dedication to providing excellent financial advice.

I look forward to continuing to support my clients with expertise and dedication – for a financially secure and successful future.

Qualifications

Language(s) in counseling

  • Englisch

  • Deutsch

Relevant memberships

  • Berufsbildungsverband der Versicherungswirtschaft VBV

  • FINMA unterstellt

  • Cicero Mitgliedschaft

Topics:

Assess the overall financial situation

Financial Planning

Optimize insurance policies

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

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

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

Advance directive and living will

Insure against disability and death

Crypto consulting

Reviews (1)

G

Thomas

03.04.2025

Ich hatte das Vergnügen, von Herrn Jeya von der Allianz beraten zu werden, und bin absolut zufrieden. Er hat sich viel Zeit genommen, um meine Vorsorge umfassend und verständlich zu erklären. Besonders beeindruckend ist sein breites Fachwissen, das er mit einer ruhigen und einfühlsamen A ...

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