City Zürich

Finanzdepot

(5 with 18 ratings)

Finances at eye level - understandable, transparent and independent

Are you looking for a trustworthy financial advisor without a banker demeanor who will help you achieve your financial goals?

Then you have come to the right place! As a qualified IAF financial advisor on a fee basis, I can help you:
- develop a well-thought-out asset architecture
- optimize your finances
- make long-term provisions

It doesn't matter whether you start with smaller amounts and want to invest yourself or whether you have a large fortune and are looking for the right asset management. Thanks to my cooperation with ZWEI Wealth, I can offer you everything from a single source: from planning to tendering to selecting and monitoring asset management.

Much of the financial world was too opaque and complicated for me. There has to be a different, better and simpler way, I thought. So four years ago I started the Swiss financial blog Finanzdepot and trained to become a financial advisor.

Contact me today for a free and non-binding initial consultation.

Qualifications

Relevant Diplomas

  • TestedZert. Vermögensberater IAF, 2022

  • TestedDipl. Finanzberater IAF, 2023

Entry in the FIDLEG advisor register

Language(s) in counseling

  • Deutsch

Relevant memberships

  • FinanzPlaner Verband Schweiz FPVS

  • FINMA unterstellt

Topics:

Invest money

Financial Planning

Pension situation

Pillar 3a

Invest vested benefits funds

Pension fund buy-in, is it worthwhile?

Second opinion

Insure against disability and death

Assess the overall financial situation

Receive a pension or capital

Partner protection

Early retirement, is it possible?

Second opinion on retirement plan

Save taxes in retirement

Buy a home

Major purchase

Create a budget plan

Tax optimization

Optimize insurance policies

Who inherits how much?

Advance directive and living will

Advance on inheritance

Financial independence

Self-employment

Reviews (18)

G

Matthias

09.03.2025

Reto macht wirklich einen super Job. Ich freue mich jedes Mal auf sein super vorbereitetes Gespräch und die individuelle Betreuung. Hätte ich bloss früher Kontakt mit Reto aufgenommen. Ich freue mich schon jetzt auf die zukünftigen Gespräche. Ich kann Reto vollends weiterempfehlen, was in der F ...

G

Sandor

22.01.2025

Die Beratung war schnell, kompetent, realistisch und gut auf die individuellen Bedürfnisse abgestimmt. Vielen Dank!

G

Mirjam

08.12.2024

Ich fand die Zusammenarbeit mit Reto sehr professionell, zielgerichtet und effizient. Meine Fragen wurden vollständig beantwortet und wir haben zusätzlich wichtige Inputs erhalten, an welche ich nicht gedacht hätte. Ich war bisher überfordert mit dem grossen Angebot von ETF's und ich wusste wie ...

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