Faisal Bouhouch | Find a financial advisor

Faisal Bouhouch

City Dübendorf

Freund & Partner GmbH

(5 with 4 ratings)

Contact

Address

Website

Überlandstrasse 1, 8600 Dübendorf

your financial compass for your life phases

13 years ago I discovered the joy of helping people to expand their financial knowledge. This helps them to make the best decision for their own needs. I get my daily motivation from the satisfaction of my customers, who recommend me to friends and family. Due to the closeness that arises with my customers, it is often natural to enter into a long-term partnership, which results in 360° advice in all phases of life. Practical, objectively targeted and economically sustainable solutions are my credo.

Qualifications

Relevant Diplomas

Dipl. Finanzberater IAF, 2020
zert. Vermögensberater IAF, 2020

Entry in the FIDLEG advisor register

RegFix, ID 00000

Language(s) in counseling

Deutsch

Relevant memberships

FinanzPlaner Verband Schweiz FPVS
FINMA unterstellt

Topics:

Financial Planning

Pillar 3a

Pension situation

Assess the overall financial situation

Insure against disability and death

Invest money

Tax optimization

Buy a home

Invest vested benefits funds

Pension fund buy-in, is it worthwhile?

Financial independence

Real estate as a pension

Real estate as an investment object

Finance a holiday home

Create a budget plan

Receive a pension or capital

Early retirement, is it possible?

Partner protection

Homeownership in retirement age

Budget plan after retirement

Save taxes in retirement

Budget plan after divorce

Who inherits how much?

Settle an inheritance

Donate an inheritance

Self-employment

Second opinion

Second opinion on retirement plan

Optimize tax burden after retirement

Advance on inheritance

Living situation

Affordability as a widow

Sell a property

Major purchase

Advance directive and living will

Reviews (4)

(without first names)

23.10.2023

Perfekter service

Miguel

13.09.2023

Habe fast all meine Versicherungen bei Faisal und bin sehr zufrieden mit seiner Dienstleistungen. Dank seine erfahrung hat er immer mega gute vorschläge, er probiert immer ein möglichst grosses Paket zu machen mit dem best möglichen preis, man weiss immer was man bekommt und wie es funktionier ...

Heico

05.12.2022

Faisal hat mich wirklich sehr gut und professionell beraten. Vielen herzlichen Dank Faisal ! LG Heico van Wingerden

And more