Andreas Schöni
Basel
FinanzplanCheck.ch
(5 with 18 ratings)
Website
Financial advice with heart and mind
I have more than 40 years of professional experience in the financial sector and have been working as an independent financial advisor for 10 years. In my work as an advisor to date, two main areas have emerged: On the one hand, advice on retirement, usually for people aged 50+. I also advise many very young people who have questions about building up pension assets and Pillar 3A. My customers are spread across the whole of German-speaking Switzerland. I usually advise my customers directly in their homes because I find it very valuable to meet customers in their familiar surroundings. In order to keep travel times under control, I also often use “video calls” via Skype, Zoom, MSTeams, GoogleMeet or similar.
For me, financial advice means passion, fun and joy. My customers and their needs and questions are at the center of my actions. I take time for my customers and am a good listener. My language is free of technical terms and is also understandable for people who do not deal with financial issues on a daily basis.
Because I work completely independently, product sales are not an issue for me. I can concentrate fully on my customers' concerns and work with them to develop solutions.
You can find more information about me at https://finanzplancheck.ch/
Qualifications
Relevant Diplomas
Eidg. dipl. Finanzplaner, 2012
Language(s) in counseling
Englisch
Deutsch
Relevant memberships
FinanzPlaner Verband Schweiz FPVS
Topics:
Assess the overall financial situation
Receive a pension or capital
Early retirement, is it possible?
Pension fund buy-in, is it worthwhile?
Homeownership in retirement age
Living situation
Financial Planning
Pillar 3a
Create a budget plan
Partner protection
Budget plan after retirement
Budget plan after divorce
Affordability as a widow
Invest money
Invest vested benefits funds
Financial independence
Sell a property
Buy a home
Reviews (18)
G
Marcel
17.04.2025
Wir suchten eine unabhängige Überprüfung unserer Vorsorgeplanung, respektive Ideen hinsichtlich der Pensionierung. Wir hatten kein Interesse, uns erklären zu lassen, dass es da viele Experten und einen grossen Aufwand braucht. Andreas Schöni, als Generalist, hat uns eine seriöse Planung erste ...
G
Andreas
08.04.2025
Die Beratung von Andi Schöni ist sehr professionell, persönlich und verständlich. Er nimmt sich Zeit und entwickelt individuelle Strategien, die wirklich weiterhelfen. Besonders schätze ich seine freundliche Art und die Fähigkeit, die Finanzthemen einfach zu erklären. Auch nach dem Gespräch i ...
G
Jörg
17.11.2024
Sehr freundlicher, kompetenter Austausch. Offen für unsere Anliegen, offen für mögliche Nachfragen. Super Resultat. Wir sind rundum zufrieden. Vielen herzlichen Dank. Weiter-Empfehlenswert zu 100%
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