
Jordy Bonvin
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
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)
Un accompagnement complet et efficace, qui a permis d’éviter de nombreuses erreurs.
Merci beaucoup pour vos conseils avisés qui me permettront une retraite sereine. À bientôt.

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