Jasmin Brun
Consultation on equal terms
Location: Zürich
Company: FINOP AG
Languages: Deutsch, Französisch, Englisch
Qualifications: Certified Financial Planner CFP
Topics: Vorsorge & Pensionsplanung, Vermögensaufbau & Anlegen, Immobilie, Steuern
Specialties: Rentenbezug vs. Kapitalbezug, PK-Einkauf, Frühpensionierung, Pensionskasse, Steuern bei Kapitalbezug, Investieren statt Sparen, 3. Säule, Eigenheimkauf, Hypotheken-Optimierung, Wohnsituation im Alter, Säule 3a Steuern, Wohnsitz-Optimierung, Erbschaftssteuer, Immobilie verkaufen, Testament
Rating: 5.0 out of 5 (3 reviews)
About Jasmin
Your partner for holistic financial advice – reliable, experienced, personal
For over 15 years, I have been advising clients on all aspects of financial planning, major financing decisions, and the sustainable growth and preservation of their wealth. During this time, I have learned that successful consulting is above all else: a matter of trust.
My work is based on closeness, passion, commitment, and sustainability. I take the time to truly understand your situation and your goals – because only then can solutions be developed that will last.
As a family man with two children, I know how important long-term decisions, stability, and foresight are. I find strength and inspiration in nature – both through hiking and running, which is one of my personal passions. I bring this balance and clarity to my consulting work as well.
I would like to support you in developing your personal financial strategy as well as in its long-term implementation. Together, we will create financial clarity, stability, and future prospects.
I look forward to getting to know you and shaping your future together.