Manuel Aeberli
Financial planning that fits your life. Not the other way around.
Location: Winterthur
Company: Aeberli Finanzplanung & Coaching
Languages: Italienisch, Deutsch, Englisch, Französisch
Qualifications: MAS Financial Consulting, Certified Financial Planner CFP
Topics: Vorsorge & Pensionsplanung, Vermögensaufbau & Anlegen, Nachfolgeplanung, Steuern, Versicherungen, Immobilie
Specialties: Frühpensionierung, Pensionskasse, Rentenbezug vs. Kapitalbezug, 3. Säule, Investieren statt Sparen, Steuern bei Kapitalbezug, Steueroptimierung bei Kapitalbezug, Säule 3a Steueroptimierung, Steueroptimierte Nachfolge, Wohnsitz-Optimierung, Hypotheken-Optimierung, Eigenheimkauf, Testament, Immobilie verkaufen, Renovation, Erwerbsunfähigkeitsversicherung, PK-Einkauf, AHV-Optimierung, ETF-Portfolios, Nachhaltige Anlagen
Rating: 5.0 out of 5 (4 reviews)
About Manuel
I'm Manuel Aeberli – I help people make financial decisions with clarity, structure, and foresight. For over 30 years, I've worked in various roles in the financial world, always with a focus on my clients. 📅 Book an appointment
As an independent financial planner and fee-based advisor, I work without sales targets and consistently represent the interests of my clients: honestly, transparently, and without conflicts of interest. For me, independent financial advice means that I work exclusively on a fee basis and do not sell any products.
A key focus of my work is retirement planning: When is the right time? Early retirement or partial retirement? Lump sum or pension? How can the AHV (Swiss old-age and survivors' insurance) be optimized, and what does that mean for the BVG (occupational pension scheme) and Pillar 3a? These are questions many people face in the second half of their lives. I help answer them in a structured and pressure-free way.
My expertise in financial consulting, the development of digital planning solutions, and sustainable customer support informs every consultation. Empathy, clarity, and structure are central to my approach. Complex topics are explained simply.
As a neurodivergent person, I understand the unique challenges of ADHD and finances from personal experience. Neurodiversity is not an obstacle to financial clarity. I support people in this situation with expertise and sensitivity.
CFP® | Independent Fee-Based Financial Advisor | Financial Planning and Financial Coaching
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