Joël Meyer
With certainty, a precautionary approach – caring out of conviction.
Location: Basel
Company: Carefinance GmbH
Languages: Deutsch, Englisch
Qualifications: Finanzplaner mit eidg. FA, Dipl. Finanzberater IAF, Dipl. Berater berufliche Vorsorge IAF
Topics: Vorsorge & Pensionsplanung, Vermögensaufbau & Anlegen, Immobilie, Steuern, Versicherungen, Nachfolgeplanung
Specialties: Rentenbezug vs. Kapitalbezug, Frühpensionierung, Investieren statt Sparen, 3. Säule, ETF-Portfolios, Eigenheimkauf, Anlageobjekte, Hypotheken-Optimierung, Immobilie verkaufen, Erbschaftssteuer, Lebensversicherung, Unternehmensnachfolge, Steueroptimierte Nachfolge
Rating: 5.0 out of 5 (54 reviews)
About Joël
I am Joël Meyer – an independent financial planner and sparring partner for discerning private clients and entrepreneurs.
I advise my clients on a transparent fee-based basis – clearly structured and consistently focused on their interests.
I have over 11 years of experience and sound training as:
• Certified Financial Advisor IAF
• Certified occupational pension advisor IAF (specializing in occupational pension schemes for corporate clients)
• Financial planner with federal professional certificate
My main areas of focus:
• Pension planning for private individuals & self-employed people
• Wealth management for private individuals (portfolio analyses & investment solutions)
• Real estate financing (owner-occupied homes & investment properties)
• Asset management mandates (private banking) for high-net-worth individuals
(from CHF 500,000 investment volume)
• Pension planning for customers aged 50+
• Insurance and pension advice (BVG) for corporate clients
What you can expect from me:
• Clarity about your financial situation
• Security when making big decisions
• A clean, strategically structured asset portfolio
• A contact person who thinks ahead and for whom loyalty is paramount.
My approach:
Clear decisions instead of financial products.
"Sustainable wealth building is a marathon, not a sprint!"
Crucial are a solid foundation, a realistic and sustainable long-term concept, and the discipline to implement it consistently – accompanied by close and structured support.
Get to know me in a free and non-binding initial consultation.
I will show you transparently what the collaboration with me looks like, where you stand exactly and what added value you can expect from me, so that I can personally accompany you in your marathon.
📞 +41 76 683 30 93
I am Joël Meyer — an independent financial planner and trusted sparring partner for discerning private clients and entrepreneurs.
I advise my clients through a transparent fee-based advisory model — professionally structured, fully independent, and consistently aligned with their long-term interests.
With more than 11 years of experience and extensive professional qualifications, I provide holistic and strategically focused financial advice built on trust, clarity, and long-term thinking.
My qualifications include:
• Certified Financial Advisor IAF
• Certified Occupational Pension Advisor IAF
(Specialization in Swiss occupational pension solutions/BVG for corporate clients)
• Certified Financial Planner with Swiss Federal Diploma of Higher Education
My core areas of expertise:
• Retirement and pension planning for private individuals and self-employed professionals
• Wealth advisory for private clients
(Portfolio analysis, asset structuring & investment solutions)
• Real estate financing
(Private residences & investment properties)
• Wealth management mandates and private banking solutions for high-net-worth individuals
(from CHF 500,000 investable assets)
• Retirement planning for clients aged 50+
• Insurance and occupational pension consulting (BVG) for corporate clients
What clients can expect from working with me:
• Clarity and structure within their financial affairs
• Confidence when making significant financial decisions
• A strategically designed and sustainable wealth structure
• A trusted advisor who thinks ahead and values loyalty above all else
My philosophy:
Clear decisions instead of product-driven advice.
“Sustainable wealth creation is a marathon — not a sprint.”
Long-term financial success is built on a strong foundation, a realistic and sustainable strategy, and the discipline to implement that strategy consistently over time — supported by close, structured, and reliable guidance.
I invite you to get to know me during a complimentary and non-binding initial consultation.
During this conversation, I will transparently outline how a collaboration with me is structured, where you currently stand financially, and the concrete value you can expect from working together — with the goal of supporting you personally throughout your financial journey.
📞 +41 76 683 30 93
✉️ joel.meyer@carefinance.ch