Sandra Marbot | Find a financial advisor

Sandra Marbot

City Basel

Raiffeisen Basel

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I clear the way with dependent, individual and holistic financial planning!

I have been working as a financial planner for more than 20 years, and I do this out of passion and conviction. I am convinced that only independent, individual and holistic advice leads to a satisfied customer. Without product commitments, but with lots of tips for the successful path to your financial goals.

Qualifications

Relevant Diplomas

CAS Senior Financial Consultant, 2015
Dipl. Finanzplanerin mit eidg. FA, 2005

Relevant memberships

FinanzPlaner Verband Schweiz FPVS

Topics:

Early retirement, is it possible?

Receive a pension or capital

Pension fund buy-in, is it worthwhile?

Second opinion on retirement plan

Homeownership in retirement age

Assess the overall financial situation

Financial Planning

Invest money

Buy a home

Pillar 3a

Create a budget plan

Partner protection

Budget plan after retirement

Budget plan after divorce

Settle an inheritance

Tax optimization

Self-employment

Second opinion

Living situation

Real estate as a pension

Invest vested benefits funds

Financial independence

Major purchase

Pension situation

Advance directive and living will

Insure against disability and death