
Swen Ottiger
Wollerau
Performance AG
(5 with 4 ratings)
Carpe Diem - Seize the Day / Enjoy the Day
Qualifications
Relevant Diplomas
Dipl. Finanzberater IAF, 2020
Zert. Vermögensberater IAF, 2020
Entry in the FIDLEG advisor register
ARIF, ID 65037
Language(s) in counseling
Deutsch
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 retirement
Save taxes in retirement
Budget plan after divorce
Who inherits how much?
Settle an inheritance
Tax optimization
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
Invest vested benefits funds
Financial independence
Major purchase
Pension situation
Advance directive and living will
Insure against disability and death
Reviews (4)
Schaden schnell abgewickelt mit der Versicherung. Zudem meine Vorsorge besser angelegt als bisher. Alles in allem Tip Top, gerne wieder
Super Pensionsplanung, gerne wieder. Hat mir bei den Steuern geholfen.
Meine Vorsorgeplanung in die richtige Richtung gelenkt. Vergangene Verluste mittlerweile aufgeholt
And more

Evaluation
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