Michael Kottler
Listening to people, getting to know them, and understanding their "why" is essential. Only then can I help them realize their wishes, goals, and dreams.
Location: Sursee
Company: Tria Consulting AG
Languages: Deutsch
Qualifications: Finanzplaner mit eidg. FA, Dipl. Finanzberater IAF, Zert. Vermögensberater IAF, Professional Leadership for Finance HWZ
Topics: Vorsorge & Pensionsplanung, Vermögensaufbau & Anlegen, Immobilie, Nachfolgeplanung, Steuern, Versicherungen
Specialties: Investieren statt Sparen, Eigenheimkauf, Rentenbezug vs. Kapitalbezug, PK-Einkauf, Frühpensionierung, Pensionskasse, 3. Säule, Säule 3a Steueroptimierung, Säule 3a Steuern, Steueroptimierung bei Kapitalbezug, Hypotheken-Optimierung, Wohnsituation im Alter, ETF-Portfolios, Nachhaltige Anlagen, Alternative Anlagen, Anlageobjekte, Erbschaftssteuer, Lebensversicherung, Testament, Patientenverfügung
Rating: 5.0 out of 5 (12 reviews)
About Michael
"Life is 10% what happens to you and 90% how you react to it."
Finances are more than just numbers – they are the foundation for decisions, quality of life, and future security . That's precisely where I come in.
I help people clearly structure their financial situation , make informed decisions, and develop a long-term strategy that truly fits their lives. Whether you're at the beginning of your career, want to invest your assets strategically, are planning a family , considering homeownership , or preparing for retirement – I'll support you as an equal and with a clear plan.
Many of my clients come to me because they want guidance :
How do I get started with my finances correctly?
-Which investments are really right for me and how can I invest my money ?
How can I finance and realize my dream of owning my own property ?
-How do I take the step into self-employment ?
My aim is to make complex topics understandable and to provide you with a structure that brings you security and clarity . I combine analytical depth with a pragmatic approach – without unnecessary jargon.
What sets me apart is not only my professional standards, but also the way I collaborate: Those around me perceive me as a cheerful and positive person who brings the right mix of understanding , depth , objectivity , and humor to the table at the right moment. At the same time, I stand for clear principles , reliability , and loyalty – values that my family, friends, and clients particularly appreciate.
If you are looking for someone who not only "advises" but also works with you to develop a sustainable financial strategy , then you've come to the right place.