Nikeas Skarlakidis

City Zürich

PVVS Finanzkompetenz AG

(5 with 1 ratings)

"Competence, consistency and customer service are the 3 holy K's for me"

Welcome to my profile! My name is Nikeas Skarlakidis, and I bring a breath of fresh air to the world of financial advice.

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

  • TestedDipl. Finanzberater IAF, 2018

Entry in the FIDLEG advisor register

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)

G

Urs

23.12.2023

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 ...

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