Olaf Probst

City Zürich

Portas Capital AG

(0 with 0 ratings)

Experience makes the difference

As an investor and asset manager with a long-standing customer base, I know all the risks and opportunities. Independent banking and pension solutions with fair conditions are of great importance.

Qualifications

Language(s) in counseling

  • Deutsch

  • Englisch

Relevant memberships

  • TREUHAND | SUISSE

  • Verband Schweizerischer Vermögensverwalter VSV

  • FINMA unterstellt

Topics:

Invest money

Assess the overall financial situation

Financial Planning

Receive a pension or capital

Early retirement, is it possible?

Pillar 3a

Create a budget plan

Homeownership in retirement age

Budget plan after retirement

Save taxes in retirement

Who inherits how much?

Settle an inheritance

Tax optimization

Self-employment

Second opinion

Optimize tax burden after retirement

Advance on inheritance

Living situation

Real estate as a pension

Financial independence

Pension situation

Evaluation

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