Astrit Rexhepi

Astrit Rexhepi

City Zürich

360 Finance

(0 with 0 ratings)

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Plan your financial future

I have always been involved with finance and insurance. It is important to me that I fully understand my clients' specific situations and can offer them tailor-made solutions. Transparency is important to me and as an independent financial advisor, I always look for the best offers for my clients.

Qualifications

Relevant Diplomas

  • TestedDipl. Finanzberater IAF, 2017

Language(s) in counseling

  • Französisch

  • Albanisch

  • Englisch

  • Deutsch

Relevant memberships

  • FINMA unterstellt

Topics:

Assess the overall financial situation

Financial Planning

Invest money

Receive a pension or capital

Buy a home

Early retirement, is it possible?

Pillar 3a

Create a budget plan

Pension fund buy-in, is it worthwhile?

Tax optimization

Second opinion

Second opinion on retirement plan

Real estate as a pension

Sell a property

Real estate as an investment object

Invest vested benefits funds

Financial independence

Pension situation

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