Astrit Rex

Every percentage point counts.

Location: Zürich

Company: Rex Finanzplanung

Languages: Deutsch, Englisch

Qualifications: Dipl. Finanzberater IAF

Topics: Vorsorge & Pensionsplanung, Vermögensaufbau & Anlegen, Immobilie, Steuern, Versicherungen, Nachfolgeplanung

Specialties: Rentenbezug vs. Kapitalbezug, Frühpensionierung, PK-Einkauf, Pensionskasse, AHV-Optimierung, Steueroptimierung bei Kapitalbezug, Investieren statt Sparen, 3. Säule, ETF-Portfolios, Nachhaltige Anlagen, Alternative Anlagen, Wohnsituation im Alter, Eigenheimkauf, Renovation, Anlageobjekte, Hypotheken-Optimierung, Säule 3a Steueroptimierung, Wohnsitz-Optimierung, Unternehmenssteuer, Immobilie verkaufen

Rating: 5.0 out of 5 (1 reviews)

About Astrit

For me, finance isn't about products or spreadsheets – it's about responsibility.\n\nI work with people whose financial situations have grown, become complex, or become confusing. That's precisely where my strength lies: I dismantle structures, analyze them thoroughly, and rebuild them in a clear and sustainable way.\n\nMy clients come to me when they want clarity instead of opinions, structure instead of piles of paperwork, and a plan instead of isolated solutions.\n\nI think like an entrepreneur, act independently, and provide long-term support. Decisions aren't sold to me, but rather developed transparently.\n\nThose who work with me don't receive advice, but a clear financial architecture.

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