Lukas Bachmann
True independence in a field where there are almost exclusively commission-driven individuals.
Location: Rüti ZH
Company: innoVorsorge AG
Languages: Deutsch, Englisch
Qualifications: Bachelor of Science (BSc) in Banking & Finance
Topics: Vorsorge & Pensionsplanung, Vermögensaufbau & Anlegen, Immobilie, Steuern, Versicherungen, Nachfolgeplanung
Specialties: Rentenbezug vs. Kapitalbezug, Frühpensionierung, PK-Einkauf, Pensionskasse, 3. Säule, Investieren statt Sparen, ETF-Portfolios, Steueroptimierung bei Kapitalbezug, Steuern bei Kapitalbezug, Hypotheken-Optimierung, AHV-Optimierung, Nachhaltige Anlagen, Alternative Anlagen, Wohnsituation im Alter, Säule 3a Steuern, Eigenheimkauf, Renovation, Säule 3a Steueroptimierung, Wohnsitz-Optimierung, Immobilie verkaufen
Rating: 5.0 out of 5 (2 reviews)
About Lukas
After 8 years in customer service at a renowned Swiss bank, it was time for me to experience true independence in financial consulting.
Because I am convinced that your retirement planning and finances deserve more than a high commission for the advisor.
That's precisely why my business partner and I founded innoVorsorge AG. Without a single commission agreement or any other dependencies.
My advice is therefore tailored exclusively to your interests. Holistic and personal.
You can find our consultation overview here: Consultation Overview
We always start with a no-obligation strategy consultation to see if and how we can best support you: Book a strategy consultation