
Vinzenz Perren
Schlieren
Caveo
(5 with 16 ratings)
Modern & efficient advisory services based on a combination of expertise & digital tools.
Let us evaluate your individual financial issues together in an initial consultation and define the appropriate measures based on evidence-based planning.
Yours, Vinzenz Perren
My specialization and focus:
- Financial and pension planning
- Pension provision (including tax optimization)
- Investment advice (including tax optimization)
- Home financing (new and refinancing)
- Living wills, advance directives, support agreements
- Marriage and inheritance contracts, wills
All services can also be offered to expats and their special needs.
--------------------------------------------------------------------------------------------------------
I built my professional foundation over several years at an established Swiss financial services provider. While earning my advisor spurs, I had to realize that in such a "set-up", corporate goals take precedence over client goals. As an experienced financial advisor, it is important to me that I can offer neutral and company-independent advice. As a result, my clients sometimes save > CHF 10,000 in my financial planning by eliminating unnecessary product costs.
Let us evaluate your individual financial issues together during an initial consultation and define the appropriate measures based on evidence-based planning.
Your Vinzenz Perren
My specialization and focus:
- Financial and pension planning
- Pension provision (including tax optimization)
- Investment advice (including tax optimization)
- Home financing (new & refinancing)
- Living wills, advance directives, support agreements
- Marriage & inheritance contracts, wills
All services can also be provided for expats and their special needs.
Qualifications
Relevant Diplomas
Certified Crypto Finance Expert, 2022
Dipl. Finanzberater IAF, 2020
zert. Vermögensberater IAF, 2020
Versicherungsvermittler VBV, 2017
Finanzplaner mit eidg. FA, 2024
Language(s) in counseling
Französisch
Englisch
Italienisch
Deutsch
Relevant memberships
Berufsbildungsverband der Versicherungswirtschaft VBV
FINMA unterstellt
Cicero Mitgliedschaft
Topics:
Assess the overall financial situation
Tax optimization
Second opinion
Financial Planning
Self-employment
Partner protection
Second opinion on retirement plan
Save taxes in retirement
Optimize tax burden after retirement
Invest money
Pillar 3a
Early retirement, is it possible?
Receive a pension or capital
Pension fund buy-in, is it worthwhile?
Buy a home
Homeownership in retirement age
Affordability as a widow
Real estate as an investment object
Invest vested benefits funds
Financial independence
Major purchase
Pension situation
Who inherits how much?
Finance a holiday home
Sell a property
Real estate as a pension
Living situation
Advance on inheritance
Donate an inheritance
Advance directive and living will
Budget plan after divorce
Insure against disability and death
Budget plan after retirement
Settle an inheritance
Create a budget plan
Reviews (16)
Kompetente Beratung, es wir alles genau und einfach verständlich erklärt. Es wird einem auch nicht versucht irgendwas aufzuschwatzen, sondern gezielt nach den Bedürfnissen gesucht und diese werden auch entsprechend bedient.
Super Betreuung ! Kann ich nur weiterempfehlen
Vinzenz was able to understand my needs and address them, on time and quality.
And more

Evaluation
Share your experience with us.