Matthias Reinhard
Helping one person may not change the whole world, but it can change the world for that one person.
Location: Sursee
Company: Tria Consulting AG
Languages: Deutsch
Qualifications: Finanzplaner mit eidg. FA, CAS Professional Leadership for Finance, Dipl. Finanzberater IAF
Topics: Vorsorge & Pensionsplanung, Vermögensaufbau & Anlegen, Immobilie, Nachfolgeplanung, Steuern, Versicherungen
Specialties: Investieren statt Sparen, Eigenheimkauf, Lebensversicherung, 3. Säule, Säule 3a Steueroptimierung, Säule 3a Steuern, ETF-Portfolios, Erbschaftssteuer, Rentenbezug vs. Kapitalbezug, PK-Einkauf, Frühpensionierung, Pensionskasse, AHV-Optimierung, Steueroptimierung bei Kapitalbezug, Nachhaltige Anlagen, Alternative Anlagen, Wohnsituation im Alter, Renovation, Anlageobjekte, Hypotheken-Optimierung
Rating: 5.0 out of 5 (10 reviews)
About Matthias
Anyone who makes financial decisions that affect their life doesn't need a standard solution, but someone who really takes a close look.
I am Matthias Reinhard, 33, happily married, father of Matteo (4) and Kaya (6 months) and homeowner myself.
I know from my own experience what it means to take responsibility - for the family, the home and one's own future.
That's precisely why I don't offer "off-the-shelf" advice.
I take the time to truly understand you and find the solution that suits you honestly, directly and independently .
As a financial expert at Radio Canal 3 and co-founder and part-owner of Tria Consulting AG, I have been supporting people for over 10 years with a clear approach: Understand – Advise – Support.
I work openly, approachably, and with genuine commitment to my clients.
With empathy, clear communication, and the ambition to find not just any solution, but the best one for you.
I often work with couples and families between 25 and 50 years old - especially parents or expectant parents, homeowners or people who want to own a home.
I also support individuals who want to have their existing situation independently reviewed or are unsure whether their current solutions are truly suitable.
I offer advice on everything from savings and investment strategies to wealth accumulation and asset allocation in the short, medium, and long term, as well as reviewing existing financial solutions and insurance policies. This includes topics such as securing your family and income, protecting your home, efficient asset management, estate and inheritance planning, and individual strategies for efficient wealth accumulation – all tailored to your personal goals and life situation.
My goal:
So that you not only feel well advised, but also have the confidence that you have made the right decision.