
Dominic Fritschi
Spreitenbach
tbd
(0 with 0 ratings)
Don't put off until tomorrow what you can do today
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
Versicherungsvermittler 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

Evaluation
Share your experience with us.