Nadia Bögli
Bern
Credit Suisse
(0 with 0 ratings)
Financial planning is life planning
Do you want long-term security and suggestions on how you can optimize your assets and your pension? Then I am happy to help you. Together we will analyze your personal situation and develop individual solutions.
Who am I?
A passionate advisor who is happy to go the extra mile for her customers
What am I like?
Reliable and trustworthy
What can you expect from me?
Professional competence, discretion, that I put your wishes and needs at the center
My experience?
Over 25 years of experience on the customer front
Qualifications
Relevant Diplomas
Dipl. Finanzplanungsexpertin NDS HF, 2018- Eidg. dipl. Finanz- und Anlageexpertin CIWM, 2009
Language(s) in counseling
Deutsch
Französisch
Italienisch
Englisch
Relevant memberships
FinanzPlaner Verband Schweiz FPVS
Topics:
Invest money
Assess the overall financial situation
Financial Planning
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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