Michel Bloesch

City Köniz

(0 with 0 ratings)

Simple, transparent and

For years, I've been helping people structure their finances independently and sustainably!
With the goal of creating long-term financial security and clarity.

Qualifications

Relevant Diplomas

  • TestedFinanzplaner mit eidg. FA, 2019

  • TestedCertified Crypto Finance Expert, 2022

Entry in the FIDLEG advisor register

Language(s) in counseling

  • Deutsch

Relevant memberships

  • FINMA unterstellt

  • Cicero Mitgliedschaft

Topics:

Assess the overall financial situation

Tax optimization

Pillar 3a

Financial Planning

Invest money

Buy a home

Partner protection

Invest vested benefits funds

Second opinion

Financial independence

Pension situation

Insure against disability and death

Optimize insurance policies

Crypto consulting

Self-employment

Pension fund buy-in, is it worthwhile?

Sell a property

Save taxes in retirement

Early retirement, is it possible?

Receive a pension or capital

Homeownership in retirement age

Optimize tax burden after retirement

Create a budget plan

Living situation

Affordability as a widow

Advance directive and living will

Real estate as an investment object

Real estate as a pension

Advance on inheritance

Major purchase

Finance a holiday home

Donate an inheritance

Settle an inheritance

Who inherits how much?

Budget plan after divorce

Budget plan after retirement

Second opinion on retirement plan

Evaluation

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