Christine Korner

City Brugg AG

Credit Suisse

(0 with 0 ratings)

Strong knowledge - great passion - soft skills

The way I work gives trust, orientation and security. I value the individuality of each customer, knowing that only unique solutions are appropriate.

My approach is shaped by many years of experience in financial planning and by my pursuit of quality and precision.

I have been a financial planner with a federal professional certificate since 2006. From 2012 to 2014, I deepened my specialist knowledge as part of a four-stage further training course at the Academy of the Chamber of Tax Consultants (EXPERTSuisse AG) and obtained the certificate "Taxes for natural persons - expert level".

For years, I have been involved as an examination expert and examination author for the IAF Interest Group for Training in the Financial Sector as part of the qualifications "Dipl. Financial Advisor IAF" and "Financial Planner with Federal FA".

Qualifications

Language(s) in counseling

  • Englisch

  • Deutsch

Topics:

Assess the overall financial situation

Invest money

Financial Planning

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

Settle an inheritance

Tax optimization

Self-employment

Second opinion

Second opinion on retirement plan

Optimize tax burden after retirement

Living situation

Real estate as a pension

Invest vested benefits funds

Financial independence

Major purchase

Pension situation

Advance directive and living will

Insure against disability and death

Donate an inheritance

Advance on inheritance

Affordability as a widow

Sell a property

Finance a holiday home

Real estate as an investment object

Who inherits how much?

Evaluation

Share your experience with us.

Evaluation

0/2048