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Helping one person may not change the whole world, but it can change the world for that one person
With the approach of understanding - advising - accompanying, I focus on people's motives with targeted questions. Only when the person is understood can a suitable concept be developed.
I have been working passionately in the financial sector for several years with the aim of offering my customers a tailor-made solution. I accompany you on this path with the necessary empathy, as well as honest and clear communication.
https://tria-consulting.ch/matthias-reinhard
Qualifications
Relevant Diplomas
Finanzplaner mit eidg. FA, 2022- CAS Professional Leadership for Finance, 2023
Entry in the FIDLEG advisor register
Regservices.ch, ID MR93867
Language(s) in counseling
Deutsch
Relevant memberships
FINMA unterstellt
Cicero Mitgliedschaft
Topics:
Assess the overall financial situation
Financial Planning
Invest vested benefits funds
Pillar 3a
Invest money
Receive a pension or capital
Buy a home
Tax optimization
Early retirement, is it possible?
Pension situation
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
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
Financial independence
Advance directive and living will
Insure against disability and death
Optimize insurance policies
Create a budget plan
Major purchase
Reviews (7)
G
Karl
08.09.2023
Eine kompetente und freundliche Beratung Gerne wieder
G
Gabriella und Markus
20.07.2022
Ausgezeichnete und kompetente Berstung. Angenehme Umgangsformen. Jederzeit weiterzuempfehlen.
G
Benjamin
20.07.2022
Ich war am Anfang skeptisch, doch schon beim ersten Gespräch spührte ich, dass der Kunde im Mittelpunkt steht. Herr Reinhard überzeugt mit seine Beratung&Zuverlässigkeit.
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