Jonas Eckl
Zürich
resolve.ch
(5 with 1 ratings)
Personality and experience
Qualifications
Relevant Diplomas
Dipl. Betriebswirtschafter HF, 2020
Language(s) in counseling
Deutsch
Englisch
Relevant memberships
Berufsbildungsverband der Versicherungswirtschaft VBV
FINMA unterstellt
Topics:
Buy a home
Homeownership in retirement age
Real estate as a pension
Pillar 3a
Partner protection
Financial Planning
Sell a property
Real estate as an investment object
Affordability as a widow
Finance a holiday home
Living situation
Pension situation
Advance directive and living will
Receive a pension or capital
Invest money
Insure against disability and death
Assess the overall financial situation
Invest vested benefits funds
Pension fund buy-in, is it worthwhile?
Financial independence
Major purchase
Early retirement, is it possible?
Create a budget plan
Budget plan after retirement
Budget plan after divorce
Who inherits how much?
Tax optimization
Donate an inheritance
Self-employment
Second opinion
Second opinion on retirement plan
Optimize tax burden after retirement
Advance on inheritance
Reviews (1)
G
Bernadette
15.02.2023
Ich habe kürzlich eine persönliche Finanzierungsberatung in Anspruch genommen und war absolut begeistert. Herr Eckl war äußerst professionell, sachkundig und zugänglich und hat mir dabei geholfen, meine finanziellen Ziele und Bedürfnisse besser zu verstehen. Dank der Hilfe von Herrn Eckl ha ...
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