Dr. Reto Rauschenberger

City Horgen

Selbstständig

(5 with 1 ratings)

Investing is worth it - always!

Do you want to increase your money, but don't have enough assets to get private banking advice? This can be done wonderfully digitally.

www.stuzz.ch

I studied banking and finance at the University of Zurich and completed my dissertation in the field of sustainability and portfolio management. I currently work as a corporate finance consultant. I have also been a lecturer in corporate finance for 30 years and I am also a financial investor in my private life. I would like to encourage you to invest your money successfully in the long term.

My main concern is to support you with the most important questions in the area of finance. For me, this includes budget planning, mortgages, pillar 3a, pension funds and of course investments. Among my colleagues, I have noticed that most of them only have a cash account and are reluctant to be active in the financial markets. No wonder - everything seems pretty complicated. But if you understand the basic principles and don't just "gamble", your assets can be steadily increased. So I'm looking forward to working together.

Qualifications

Relevant Diplomas

  • TestedPhD in Banking und Finance, 2002

  • Testedlic. oec. publ., 1998

Language(s) in counseling

  • Spanisch

  • 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

Budget plan after retirement

Save taxes in retirement

Self-employment

Second opinion

Second opinion on retirement plan

Optimize tax burden after retirement

Living situation

Real estate as a pension

Real estate as an investment object

Invest vested benefits funds

Financial independence

Major purchase

Pension situation

Pension fund buy-in, is it worthwhile?

Homeownership in retirement age

Reviews (1)

G

Claudio

01.03.2024

Dank Reto habe ich Tausende von Franken gespart. Hin vom freien Vermögen als auch 3a. Endlich weiss ich, wie ich mein Geld investieren kann.

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