
Vinnojan Jeya
Laufen
Allianz Suisse
(5 with 1 ratings)
Financial advice with heart and mind – your companion through all phases of life.
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)
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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