Beatrice Augsburger
Independent, trustworthy, mindful - I support people in making the right decisions early on.
Location: Steinhausen (Niederlassung Steffisburg, Kt. BE)
Company: Elfina GmbH
Languages: Deutsch, Englisch
Qualifications: Finanzplaner mit eidg. FA, Dipl. Finanzberater IAF, Fachfrau im Finanz- und Rechnungswesen mit eidg. FA
Topics: Vorsorge & Pensionsplanung, Vermögensaufbau & Anlegen, Immobilie, Steuern, Versicherungen, Nachfolgeplanung
Specialties: Rentenbezug vs. Kapitalbezug, Frühpensionierung, PK-Einkauf, Pensionskasse, Steuern bei Kapitalbezug, 3. Säule, Säule 3a Steuern, AHV-Optimierung, Wohnsituation im Alter, Testament, Erbschaftssteuer, Eigenheimkauf, Investieren statt Sparen, ETF-Portfolios, Renovation, Hypotheken-Optimierung, Patientenverfügung, Unternehmenssteuer, Lebensversicherung, Erwerbsunfähigkeitsversicherung
Rating: 5.0 out of 5 (9 reviews)
About Beatrice
Who I am – experiences from an early age
I learned early on to take responsibility for my finances – to plan my budget, manage my money wisely, and save money at the same time. This skill has shaped me and accompanies me to this day.
With my many years of experience in accounting, I know how important it is to keep track of income and expenses. Losing track can quickly lead to financial difficulties – and it's often hard to get out of them.
That's why I'm committed to helping people understand their finances and actively plan for their future. I see many gaps in knowledge, especially when it comes to retirement planning – and I'm convinced that making the right decisions today is crucial for financial security in old age.
What I stand for – More than just numbers
Numbers have always fascinated me – they create structure, reveal patterns, and enable clear analyses. But finance is far more than just numbers: it influences our lives at every stage. Every situation is different, and that's precisely what makes my work so exciting.
With my many years of experience and expertise, I support people in consciously shaping their financial future. It is important to me to address each person individually, build trust, and develop sensible solutions. In my own company, I can live my values and provide independent advice – always with the goal of creating clarity and enabling well-informed decisions.
What distinguishes me
I am reliable, precise, and solution-oriented.
My goal is to make complex financial topics understandable and to support my clients in managing their finances in a structured way. Independence, transparency, and trust form the basis of my advice.
With patience, foresight and an open ear, I address each individual situation, because only those who understand their finances can make sound decisions – and that is exactly where I support my clients.