City Dürnten

REMA Versicherungs-Treuhand AG

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I am here for you if you have any questions about finances, pensions and insurance.

I have been working in the insurance industry for around 18 years. Thanks to my many years of experience in insurance, pensions and finance, as well as various further training courses, I can advise and support you personally and individually. The focus of my work is the customer and their needs. I look forward to hearing from you.

Qualifications

Entry in the FIDLEG advisor register

  • RegFix, ID   0

Language(s) in counseling

  • Deutsch

Relevant memberships

  • Berufsbildungsverband der Versicherungswirtschaft VBV

  • FINMA unterstellt

  • Cicero Mitgliedschaft

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

Partner protection

Pension fund buy-in, is it worthwhile?

Budget plan after retirement

Save taxes in retirement

Tax optimization

Self-employment

Affordability as a widow

Invest vested benefits funds

Pension situation

Advance directive and living will

Insure against disability and death

Evaluation

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