Driton Junuzi

City St. Gallen

Generali Versicherungen AG

(0 with 0 ratings)

Financial expert with over 10 years of professional experience

An experienced financial expert with over a decade of expertise in investment and financial management, he specializes in providing individual advice to private clients on home financing with customized mortgage solutions and a holistic, sustainable financing approach.

Qualifications

Relevant Diplomas

  • TestedFinanzplaner mit eidg. FA, 2021

Entry in the FIDLEG advisor register

  • Regservices.ch, ID   24282

Language(s) in counseling

  • Albanisch

  • Englisch

  • Deutsch

Relevant memberships

  • Berufsbildungsverband der Versicherungswirtschaft VBV

  • Cicero Mitgliedschaft

Topics:

Assess the overall financial situation

Financial Planning

Invest money

Receive a pension or capital

Buy a home

Early retirement, is it possible?

Pillar 3a

Create a budget plan

Partner protection

Pension fund buy-in, is it worthwhile?

Homeownership in retirement age

Budget plan after retirement

Save taxes in retirement

Budget plan after divorce

Who inherits how much?

Settle an inheritance

Tax optimization

Donate an inheritance

Self-employment

Second opinion

Second opinion on retirement plan

Optimize tax burden after retirement

Advance on inheritance

Living situation

Real estate as a pension

Affordability as a widow

Sell a property

Finance a holiday home

Real estate as an investment object

Invest vested benefits funds

Financial independence

Major purchase

Pension situation

Advance directive and living will

Insure against disability and death

Optimize insurance policies

Crypto consulting

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