City Baar

Melina Scheuber AG

(5 with 30 ratings)

I make your finances understandable and your goals achievable | For women and families who want to make more of their lives and their wealth

Why are finances important now?
Finances aren't a sideshow – they're the foundation of your security, stability, and future. Those who are in control of their finances are in control of their lives. Whether you want to secure your family, strengthen your business, or realize your dreams: Without a clear plan, many things remain mere wishes.

How I specifically support you:
As a certified financial and investment advisor with over 20 years of experience in the financial industry, I offer you more than standard solutions. Together, we analyze your financial situation, define clear goals, and develop a strategy that fits your life – realistic, sustainable, and flexible.

✔️ Advice: Personal, individualized, and understandable – for specific questions and quick results.
📊 Financial planning: Holistic and long-term, so your assets grow and you're secure.
📈 Investment strategies: Sensible and customized – without complicated financial jargon.

What sets me apart from others?
🔑 Plain language instead of jargon: I explain what's really important and make sure you understand it.
🎯 Focus on you: Your goals and values are the focus – not the interests of others.
💎 Solutions that suit you: I know that every woman is unique. Whether single, an entrepreneur, mother, divorced, or widowed – we develop a strategy that fits your life and your priorities.

Your first step – simple and straightforward:
📩 Send me a message
🌐 Or schedule a non-binding initial consultation directly

Your finances are too important to leave to chance. Let's work together to ensure you move into the future safely, freely, and independently. Your finances. Your control. Your future.

Qualifications

Relevant Diplomas

  • TestedBachelor of Science ZFH in Betriebsökonomie mit Vertiefung in Banking and Finance, 2013

Entry in the FIDLEG advisor register

  • RegFix, ID   https://www.reg-fix.ch/beratersuche

Language(s) in counseling

  • Spanisch

  • Englisch

  • Deutsch

Topics:

Assess the overall financial situation

Financial Planning

Invest money

Buy a home

Pillar 3a

Create a budget plan

Partner protection

Pension fund buy-in, is it worthwhile?

Budget plan after divorce

Self-employment

Second opinion

Living situation

Real estate as a pension

Affordability as a widow

Invest vested benefits funds

Financial independence

Major purchase

Pension situation

Advance directive and living will

Insure against disability and death

Optimize insurance policies

Reviews (30)

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Marco L

12.05.2025

Ich hatte zuvor bereits Beratungen bei meinem Bankberater sowie bei einem Versicherungsberater. Zusätzlich interessierte mich eine unabhängige Drittmeinung – bewusst auch von einer Frau. Was mich besonders beeindruckt hat: Melinas Beratung war spürbar empathischer. Sie ist gezielt auf meine in ...

G

Claudia H

09.05.2025

Ich war noch nie so motiviert, meine Finanzen in die Hand zu nehmen. Melina hat meinen Partner und mich umfassend unterstützt – wir sind nicht verheiratet und haben ein kleines Kind. Sie hat uns aufgezeigt, wie wir finanziell aktuell aufgestellt sind, welche Auswirkungen ein Todesfall oder ei ...

G

Martina F

07.05.2025

Schon seit Längerem war ich auf der Suche nach einer unabhängigen Beraterin, die mich langfristig begleitet und meine Bedürfnisse als Frau wirklich versteht. In Melina habe ich genau das gefunden. Was ich besonders schätze, ist ihre herzliche und motivierende Art, die total ansteckend ist. Die ...

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