
Tommaso Rubino
Ermatingen
Finanzberatungen Rubino
(5 with 15 ratings)
Valuable financial advice with heart & mind
The problem:
Most people struggle with opaque finances, a lack of financial knowledge and poor advice (mostly unconsciously). This is how you lose time and money through wrong decisions and a lack of strategy.
The solution:
Instead of just treating symptoms, I tackle the root of the problem:
• Building real financial knowledge and awareness
• Developing a customized financial strategy that suits you
• Continuous support during implementation
The result:
• Achieving goals twice as quickly
• Maximum financial security
• Better quality of life through less financial stress
• 100% transparency and independence
The difference:
• No commissions - only honest advice on a fee basis
• Focus on education instead of selling products
• Holistic approach: combining wealth and well-being
• Proven results instead of empty promises for over 20 years in over 5,000 financial consultations
Qualifications
Relevant Diplomas
Finanzplaner, 2017
Entry in the FIDLEG advisor register
Regservices.ch, ID TR29722
Language(s) in counseling
Englisch
Italienisch
Deutsch
Relevant memberships
FinanzPlaner Verband Schweiz FPVS
FINMA unterstellt
Topics:
Receive a pension or capital
Early retirement, is it possible?
Pension fund buy-in, is it worthwhile?
Invest money
Assess the overall financial situation
Homeownership in retirement age
Who inherits how much?
Second opinion on retirement plan
Save taxes in retirement
Financial independence
Pension situation
Financial Planning
Advance directive and living will
Tax optimization
Budget plan after retirement
Buy a home
Sell a property
Living situation
Pillar 3a
Advance on inheritance
Create a budget plan
Partner protection
Budget plan after divorce
Settle an inheritance
Donate an inheritance
Self-employment
Second opinion
Optimize tax burden after retirement
Real estate as a pension
Affordability as a widow
Finance a holiday home
Real estate as an investment object
Invest vested benefits funds
Major purchase
Reviews (15)
Tommaso ist ein kompetenter,organisierter Berater, in fragen über Lösungen in Finanzwege. Ich würde Tommaso absolut weiter empfehlen.
Cordialità esperienza e sempre disponibile per tutte le problematiche.
Da ich Tommaso Rubino bereits seit Jahren durch gemeinsame berufliche Tätigkeiten kenne, war es für mich ein leichtes, Ihn meiner Mutter für Ihre Finanz - und Pensionsplanung zu empfehlen. Seine Gewissenhaftigkeit und Transparenz als Experte, machte Ihn auch bei meiner Mutter zur ersten Wahl.
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