Dominic Fritschi

City Spreitenbach

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Don't put off until tomorrow what you can do today

My name is Dominic Fritschi. I am 34 years young and have been with Schweizer Vermögensberatung for 4 years. I come from a family of bankers. My father and mother have a combined total of around 70 years of professional experience. But since insurance is also a large part of our lives and budgets, it was important to me to combine banking and insurance.

As an independent financial advisor at the market-leading, independent entrepreneur SVAG Schweizer Vermögensberatung AG, I am not tied to a specific financial institution or product. This enables me to offer my clients a wide range of financial instruments that meet their individual needs.

I focus on understanding my clients' needs and developing tailor-made solutions that are tailored to their personal goals.

My way of working is transparent and I attach great importance to open and honest communication with my clients.

I work with the latest tools and technologies to provide my clients with the best possible advice and support. At the same time, I always strive to inform my clients about all steps and decisions in the advisory process.

I am convinced that successful financial planning is based on trust, empathy and professionalism. That is why I am personally committed to building a trusting relationship with my clients and meeting their financial needs in the best possible way.

I look forward to getting to know you and helping you achieve your financial goals.

Qualifications

Relevant Diplomas

  • TestedVersicherungsvermittler VBV, 2023

Language(s) in counseling

  • Englisch

  • Deutsch

Relevant memberships

  • FINMA unterstellt

  • Cicero Mitgliedschaft

Topics:

Assess the overall financial situation

Financial Planning

Invest money

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 divorce

Settle an inheritance

Tax optimization

Self-employment

Second opinion

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

Optimize insurance policies

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