Nadine Hunkeler

Nadine Hunkeler

City Zürich

FinancePhoenix.ch

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Dreaming is free. Making your dreams a reality requires investment!

Graduate financial planner from Zurich. Half English and half Swiss, grew up in the canton of Schwyz. I worked in the financial industry in Zurich for 12 years and became self-employed 4 years ago. I am passionate about investing and pension planning. Independent advice is very important to me. My vision is to eradicate poverty in old age in Switzerland. :-)

Qualifications

Relevant Diplomas

  • TestedFinanzplanerin mit eidg. FA, 2022

  • Testedzert. Vermögensberaterin IAF, 2020

  • Testeddipl. Finanzberaterin IAF, 2020

  • TestedCFA Investment Foundations, 2017

  • TestedOxford Blockchain Programme, 2018

Language(s) in counseling

  • Englisch

  • Deutsch

Relevant memberships

  • FinanzPlaner Verband Schweiz FPVS

Topics:

Early retirement, is it possible?

Homeownership in retirement age

Budget plan after retirement

Save taxes in retirement

Budget plan after divorce

Settle an inheritance

Optimize tax burden after retirement

Advance on inheritance

Living situation

Affordability as a widow

Finance a holiday home

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