Bruno Litvic
Zürich
Conseillers Suisse SA
(0 with 0 ratings)
Tax advice of a different kind
Taxes / assets / capital market / pensions / inheritance /
Marriage & inheritance law / real estate / financing / investments
Bruno Litvic, federal financial planner and qualified pension, financial and fund advisor, worked for ten years in asset management, fund and insurance management and as a sales manager for Rentenanstalt / Banca del Gottardo and PAX, among others. Tax planning and banking/insurance structures have always been part of his tasks at various stations. Since 2001 he has successfully applied this knowledge to Conseillers Suisse.
Qualifications
Relevant Diplomas
Finanzplaner mit eidg. FA, 2012
Entry in the FIDLEG advisor register
RegFix, ID 12345
Language(s) in counseling
Kroatisch
Englisch
Italienisch
Französisch
Deutsch
Relevant memberships
FinanzPlaner Verband Schweiz FPVS
Verband Schweizerischer Vermögensverwalter VSV
Topics:
Assess the overall financial situation
Financial Planning
Invest money
Receive a pension or capital
Buy a home
Early retirement, is it possible?
Pillar 3a
Create a budget plan
Partner protection
Pension fund buy-in, is it worthwhile?
Homeownership in retirement age
Budget plan after retirement
Save taxes in retirement
Budget plan after divorce
Who inherits how much?
Settle an inheritance
Tax optimization
Donate an inheritance
Self-employment
Second opinion
Second opinion on retirement plan
Optimize tax burden after retirement
Advance on inheritance
Living situation
Real estate as a pension
Affordability as a widow
Sell a property
Finance a holiday home
Real estate as an investment object
Invest vested benefits funds
Financial independence
Major purchase
Pension situation
Advance directive and living will
Insure against disability and death
Evaluation
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