Jana Hartmann

City Luzern

(0 with 0 ratings)

Accessible, hands-on and committed!

Hello!

I am Jana Hartmann, customer advisor at Migros Bank in Lucerne.

With over 9 years of experience in the financial industry, I am committed to supporting you with your financial concerns. I am happy to advise you on issues relating to investing, pension provision and financing, among others.

My professional career began at UBS, continued through Raiffeisenbank Pilatus and brought me to Migros Bank in 2022. These diverse experiences enable me to offer you comprehensive and competent advice that is individually tailored to your needs.

At Migros Bank, we pride ourselves on being accessible, hands-on and committed - values that I live by every day in my work. My goal is to offer you personal and uncomplicated advice that is tailored to your individual needs.

In my free time, I am passionate about traveling and discovering new cultures. Exchanging ideas with people from different walks of life not only enriches my personal life, but also gives me valuable insights that I incorporate into my work. These experiences enable me to respond to your individual needs with openness and understanding.

I look forward to getting to know you and working with you on your financial goals.

Don't hesitate to contact me - I'm always here for you!

Qualifications

Relevant Diplomas

  • TestedDipl. Finanzberaterin IAF, 2022

Language(s) in counseling

  • Deutsch

Topics:

Assess the overall financial situation

Receive a pension or capital

Invest money

Financial Planning

Early retirement, is it possible?

Buy a home

Pension fund buy-in, is it worthwhile?

Homeownership in retirement age

Pillar 3a

Create a budget plan

Partner protection

Budget plan after retirement

Save taxes in retirement

Tax optimization

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

Major purchase

Insure against disability and death

Optimize insurance policies

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