
Simple, transparent and
With the goal of creating long-term financial security and clarity.
Qualifications
Relevant Diplomas
Finanzplaner mit eidg. FA, 2019
Certified Crypto Finance Expert, 2022
Entry in the FIDLEG advisor register
Regservices.ch, ID MB24254
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
Share your experience with us.