Francesco Congiusti

Francesco Congiusti

City Bülach

AXA

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“Personalities are not formed by beautiful speeches, but by work and personal achievement.”

In my professional career, as a bank advisor, I was able to support and advise customers in various customer segments on a variety of issues. Be it in the area of payments and savings, investments/mortgages or the topic of pension provision.
I have been working as a pension expert for almost 5 years.

Qualifications

Relevant Diplomas

  • TestedFinanzplaner mit eidg. FA, 2020

Language(s) in counseling

  • Englisch

  • Italienisch

  • Französisch

  • Deutsch

Topics:

Optimize insurance policies

Assess the overall financial situation

Financial Planning

Invest money

Receive a pension or capital

Buy a home

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

Tax optimization

Self-employment

Second opinion

Optimize tax burden after retirement

Living situation

Real estate as a pension

Affordability as a widow

Financial independence

Major purchase

Pension situation

Insure against disability and death

Contact

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