City Zürich

MoneyPark @ Helvetia Zürich

(4.89 with 42 ratings)

Let’s plan your worry-free financial future together!

Are you thinking about your retirement? And can't see the forest for the trees?

We would be happy to tackle your financial planning together, taking into account all pillars (AHV, PK/BVG/FZK and 3a/3b), mortgages, investments, taxes as well as current and future expenses.

This provides the necessary basis for decision-making! And we also talk about other important topics such as advance directives and wills.

See you soon... take the first step today: a call or email is enough.

Qualifications

Relevant Diplomas

  • TestedFinanzplaner mit eidg. Fachausweis, 2019

  • TestedDipl. Berater Berufliche Vorsorge IAF, 2021

  • TestedCertified Financial Planner™ , 2023

Language(s) in counseling

  • Englisch

  • Deutsch

Relevant memberships

  • FINMA unterstellt

  • Cicero Mitgliedschaft

Topics:

Assess the overall financial situation

Buy a home

Pillar 3a

Pension situation

Pension fund buy-in, is it worthwhile?

Advance directive and living will

Real estate as an investment object

Finance a holiday home

Real estate as a pension

Homeownership in retirement age

Partner protection

Insure against disability and death

Early retirement, is it possible?

Receive a pension or capital

Second opinion on retirement plan

Save taxes in retirement

Budget plan after retirement

Optimize insurance policies

Sell a property

Reviews (42)

G

Eveline

19.07.2023

Das war eine sehr effiziente Beratung als Vorbereitung für die Pensionierung. Kann René Spadin nur empfehlen.

G

Bruno

01.11.2021

Sehr kompetente und tolle Beratung in Sachen Frühpensionierung und Vorsorgelösungen. Jederzeit gerne wieder!

G

Brigitte

22.10.2021

Ich kann René Spadin als Berater nur empfehlen. Er ist sehr kompetent und zuverlässig in allen Versicherungs- und Vorsorgefragen.

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