
Demi Knup
Schlieren
Fidevita GmbH
(5 with 1 ratings)
Personality and experience
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
BA Business Administration, 2022
Versicherungsvermittlerin VBV, 2022
Dipl. 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)
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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