
René Spadin
Zürich
MoneyPark @ Helvetia Zürich
(4.89 with 42 ratings)
Let’s plan your worry-free financial future together!
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
Finanzplaner mit eidg. Fachausweis, 2019
Dipl. Berater Berufliche Vorsorge IAF, 2021
Certified 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)
Das war eine sehr effiziente Beratung als Vorbereitung für die Pensionierung. Kann René Spadin nur empfehlen.
Sehr kompetente und tolle Beratung in Sachen Frühpensionierung und Vorsorgelösungen. Jederzeit gerne wieder!
Ich kann René Spadin als Berater nur empfehlen. Er ist sehr kompetent und zuverlässig in allen Versicherungs- und Vorsorgefragen.
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