
Nikeas Skarlakidis
Zürich
PVVS Finanzkompetenz AG
(5 with 1 ratings)
"Competence, consistency and customer service are the 3 holy K's for me"
With roots in Greece and a solid education at Zurich Insurance as well as further qualifications in the financial sector, I have been at your side at PVVS Finanzkompetenz AG since 2018.
My approach is based on three core principles: competence, consistency and excellent customer service. I advise you neutrally and free of any conflicts of interest in order to find the optimal solution together with you. Innovative and exciting opportunities await you, especially in the investment area.
Discover your advantages with us:
- Objective pension and financial planning for your security
- Unique investment solutions also with a success-based model, you only pay if the return is positive!
- Proven investment strategies for every type of investor
- Savings opportunities on insurance premiums of up to 20%
- Access to the best 3a solutions from banks and insurance companies
- A non-binding short analysis of your pension provision to show optimization potential
- Effective tax optimization to save 15-25%
- Attractive conditions for mortgage interest rates
Let's achieve your financial goals together and make your future secure. I look forward to getting to know you and working with you.
Qualifications
Relevant Diplomas
Dipl. Finanzberater IAF, 2018
Entry in the FIDLEG advisor register
Regservices.ch, ID NS61473
Language(s) in counseling
Englisch
Deutsch
Relevant memberships
Schweizerischer Finanzberaterverband SFBV
FINMA unterstellt
Topics:
Invest money
Crypto consulting
Financial Planning
Optimize insurance policies
Buy a home
Assess the overall financial situation
Pillar 3a
Tax optimization
Receive a pension or capital
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
Donate an inheritance
Self-employment
Second opinion
Second opinion on retirement plan
Optimize tax burden after retirement
Real estate as a pension
Finance a holiday home
Real estate as an investment object
Invest vested benefits funds
Financial independence
Pension situation
Advance directive and living will
Insure against disability and death
Sell a property
Major purchase
Reviews (1)
Ich hatte riesiges Glück mit der Wahl von der PVVS Finanzkompetenz AG. So etwas hatte ich wirklich nicht erwartet. Für jedes Anliegen findet Herr Nikeas Skarlakidis die Optimale Lösung. Man fühlt sich auf Anhieb gut Beraten. Er nimmt sich viel Zeit und begründet seine Vorschläge klar und gut v ...

Evaluation
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