City Schlieren

Caveo

(5 with 16 ratings)

Modern & efficient advisory services based on a combination of expertise & digital tools.

I built my professional foundation over several years at an established Swiss financial services provider. While I was earning my consulting spurs, it became clear to me that in such a "setup" the company's goals take priority over the customer's goals. As an experienced financial advisor, it is important to me to offer neutral and company-independent advice. This means that my customers sometimes save > CHF 10,000 in my financial planning by eliminating unnecessary product costs.

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.

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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

  • TestedCertified Crypto Finance Expert, 2022

  • TestedDipl. Finanzberater IAF, 2020

  • Testedzert. Vermögensberater IAF, 2020

  • TestedVersicherungsvermittler VBV, 2017

  • TestedFinanzplaner 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)

G

Fabian

06.05.2025

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.

G

(without first names)

16.03.2025

Super Betreuung ! Kann ich nur weiterempfehlen

G

Andrea

20.07.2024

Vinzenz was able to understand my needs and address them, on time and quality.

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