Swen Ottiger

City Wollerau

Performance AG

(5 with 4 ratings)

Carpe Diem - Seize the Day / Enjoy the Day

Every day is a special day; I have been working in the financial sector for over 17 years and experience every day as a successful day. No matter how it turns out, the important thing is that you keep learning new things and can pass on your diverse know-how to your customers. I would be happy to move mountains for you.

Qualifications

Relevant Diplomas

  • TestedDipl. Finanzberater IAF, 2020

  • TestedZert. 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)

G

Beat Vontobel

01.04.2024

Schaden schnell abgewickelt mit der Versicherung. Zudem meine Vorsorge besser angelegt als bisher. Alles in allem Tip Top, gerne wieder

G

Kily

21.03.2024

Super Pensionsplanung, gerne wieder. Hat mir bei den Steuern geholfen.

G

Jasmin

20.03.2024

Meine Vorsorgeplanung in die richtige Richtung gelenkt. Vergangene Verluste mittlerweile aufgeholt

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