City Crans-Montana

BonVesting SNC

(5 with 2 ratings)

Prepare for your future with complete peace of mind with an independent and neutral tax and financial expert

Education:

Banking Economist, Finance and Investment Expert (Federal Diploma), Certified International Wealth Manager, Insurance Intermediary (AFA)

About me:

With over 10 years of experience in the financial sector, I held a management position within a renowned firm specializing in wealth management, taxation, and retirement planning. My career has allowed me to develop in-depth expertise, combining financial strategy and personalized client support. Committed to excellence, I have complemented my expertise with extensive academic training, strengthening my ability to anticipate market developments and offer solutions tailored to the most demanding needs.

Qualifications

Entry in the FIDLEG advisor register

  • ARIF, ID   51728

Language(s) in counseling

  • Englisch

  • Französisch

Relevant memberships

  • FINMA unterstellt

  • Cicero Mitgliedschaft

Topics:

Partner protection

Budget plan after retirement

Who inherits how much?

Advance on inheritance

Major purchase

Assess the overall financial situation

Optimize tax burden after retirement

Tax optimization

Settle an inheritance

Save taxes in retirement

Homeownership in retirement age

Pension fund buy-in, is it worthwhile?

Early retirement, is it possible?

Receive a pension or capital

Invest money

Reviews (2)

G

Stéphane

01.05.2025

Un accompagnement complet et efficace, qui a permis d’éviter de nombreuses erreurs.

G

Roger

10.04.2025

Merci beaucoup pour vos conseils avisés qui me permettront une retraite sereine. À bientôt.

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