City Schlieren

Fidevita GmbH

(5 with 1 ratings)

Personality and experience

My mission is to positively influence as many people as possible with simple education on the subject of money, insurance and investments. Thanks to the cooperation with schools and companies, targeted knowledge can be shared in the context of workshops and learning opportunities.

After my basic commercial training, I continued my education in the hotel and tourism sector. Thanks to this internship in a luxury resort, I am aware of what excellent service and first-class service mean. I now use this knowledge in the financial sector to offer first-class service. The satisfaction and gratitude of customers and the connection are the greatest gift for me.

While building up my own customer base and constantly learning within the industry, I successfully completed a Bachelor of Arts in Business Administration and additional further training with a focus on insurance.

It is a privilege for me to work with you in every phase of life. The solution should be understandable, logical and helpful for you. We cover possible events and invest in your goals. A kind of all-round carefree package so that you can concentrate fully on your life.

Qualifications

Relevant Diplomas

  • TestedBA Business Administration, 2022

  • TestedVersicherungsvermittlerin VBV, 2022

  • TestedDipl. Betriebsökonomin BVS, 2020

Language(s) in counseling

  • Deutsch

Topics:

Pillar 3a

Assess the overall financial situation

Financial Planning

Invest money

Receive a pension or capital

Buy a home

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

Self-employment

Second opinion

Second opinion on retirement plan

Optimize tax burden after retirement

Living situation

Real estate as a pension

Affordability as a widow

Real estate as an investment object

Invest vested benefits funds

Financial independence

Pension situation

Advance directive and living will

Insure against disability and death

Finance a holiday home

Reviews (1)

G

Sabrina

23.03.2023

Ich kann Demi Knup wärmstens weiterempfehlen, sie besitzt das Wissennund die Kompetenz für eine unabhängige und aufschlussreiche Beratung. In Themen Finanzmanagement und Versicherungsoptimierung konnte ich einiges dazu lernen.

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