Patrick Peter | Find a financial advisor

Patrick Peter

City Sursee

Tria Consulting AG

(5 with 6 ratings)

Everything I do is about helping people to progress as individuals. I believe that to do this, you have to know your "why."

I have been advising private clients in the area of financial planning for 15 years. It is important to me to get to know people personally, which is why my first priority in my advice is to understand them. For me, it is about learning what is important to you, what your challenges, concerns, needs, starting point and much more are. I am convinced that you can only provide high-quality advice if you examine all sides first.

Patrick Peter, 37, in a cohabiting relationship

https://tria-consulting.ch/patrick-peter

Qualifications

Relevant Diplomas

Finanzplaner mit eidg. FA, 2018
CAS Professional Leadership for Finance, 2023
dipl. Finanzberater IAF, 2016

Entry in the FIDLEG advisor register

Regservices.ch, ID PP73502

Language(s) in counseling

Deutsch

Relevant memberships

FinanzPlaner Verband Schweiz FPVS
FINMA unterstellt
Cicero Mitgliedschaft

Topics:

Receive a pension or capital

Assess the overall financial situation

Financial Planning

Invest money

Early retirement, is it possible?

Buy a home

Pillar 3a

Settle an inheritance

Second opinion on retirement plan

Partner protection

Pension fund buy-in, is it worthwhile?

Advance directive and living will

Homeownership in retirement age

Pension situation

Invest vested benefits funds

Advance on inheritance

Insure against disability and death

Second opinion

Save taxes in retirement

Budget plan after retirement

Who inherits how much?

Tax optimization

Optimize tax burden after retirement

Living situation

Real estate as a pension

Affordability as a widow

Finance a holiday home

Real estate as an investment object

Financial independence

Self-employment

Sell a property

Major purchase

Create a budget plan

Budget plan after divorce