
Rolf Gloor
Winterthur
Winterthur Consulting Group AG
(0 with 0 ratings)
Democratization of investments & revolution of stock savings!
We have been offering first-class financial advice at Volkarthaus since 2007. During this time, we have continued to develop and have successfully mastered the growing demands.
Mutual trust, time and listening are key values.
personal & individual
Wealth management and investment advice are based on a personal foundation.
We adapt our solutions to you individually.
independent & customer-oriented
Independent decision-making bases are the most important thing, for you and for us.
Your needs and goals serve as a point of reference for us.
manageable & consistent
As a financial boutique, we maintain a manageable customer base and know our customers personally.
Our customers value the long-standing and consistent relationship with our company.
As an asset manager operating in Switzerland, we are licensed by the Swiss Financial Markets Supervisory Authority FINMA.
I look forward to getting to know you personally and shaping your financial future together with you.
Qualifications
Relevant Diplomas
MAS ZFH in Financial Markets Compliance, 2021
MAS ZFH in Banking & Finance, 2018
Language(s) in counseling
Französisch
Englisch
Italienisch
Deutsch
Relevant memberships
FINMA unterstellt
Topics:
Invest money
Invest vested benefits funds
Financial Planning
Real estate as an investment object
Sell a property
Buy a home
Real estate as a pension
Tax optimization
Donate an inheritance
Pillar 3a
Assess the overall financial situation
Receive a pension or capital
Early retirement, is it possible?
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
Who inherits how much?
Settle 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
Finance a holiday home
Financial independence
Major purchase
Pension situation
Advance directive and living will
Insure against disability and death

Evaluation
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