Ronny Zehnder
Schindellegi
Consolitech Switzerland AG
(0 with 0 ratings)
Financial wellbeing at your fingertips
Qualifications
Relevant Diplomas
Zertifizierter Individualkundenberater, 2021
Dipl. Betriebswirtschafter HF, 2019
Diplom Bankfach, 2015
Zertifikat Bankfach, 2015
Entry in the FIDLEG advisor register
Regservices.ch, ID RZ86322
Language(s) in counseling
Portugiesisch
Englisch
Deutsch
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
Partner protection
Pension fund buy-in, is it worthwhile?
Homeownership in retirement age
Budget plan after retirement
Budget plan after divorce
Self-employment
Second opinion
Second opinion on retirement plan
Living situation
Real estate as a pension
Affordability as a widow
Sell a property
Finance a holiday home
Real estate as an investment object
Invest vested benefits funds
Financial independence
Major purchase
Pension situation
Advance directive and living will
Insure against disability and death

Evaluation
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