
Melina Scheuber
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
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
Bachelor 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)
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 ...
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 ...
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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