Josip Sosic

City Bern

Easy Solution GmbH

(0 with 0 ratings)

Personality and experience

For almost ten years I dedicated myself to my customers at a large bank. My daily motivation was and is to provide my customers with the best possible support in all possible matters. That is why I decided to found Easy Solution GmbH with my business partner, Liridon Krasniqi. Are you looking for someone who can take care of your concerns completely independently? Then let me accompany you.

Qualifications

Relevant Diplomas

  • TestedDipl. Betriebswirtschafter HF mit Vertiefung Bankwirtschaft, 2020

  • TestedZertifizierter Individualkundenberater SAQ, 2020

Language(s) in counseling

  • Deutsch

Topics:

Buy a home

Sell a property

Pillar 3a

Self-employment

Living situation

Real estate as an investment object

Insure against disability and death

Assess the overall financial situation

Financial Planning

Pension situation

Invest money

Receive a pension or capital

Tax optimization

Early retirement, is it possible?

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

Who inherits how much?

Settle an inheritance

Second opinion

Second opinion on retirement plan

Optimize tax burden after retirement

Advance on inheritance

Real estate as a pension

Affordability as a widow

Finance a holiday home

Invest vested benefits funds

Financial independence

Major purchase

Advance directive and living will

Evaluation

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