Joshua Tschan

Joshua Tschan

City Basel

Basler Kantonalbank

(5 with 1 ratings)

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Personality and experience

My name is Joshua Tschan, I specialize in customized solutions for you and your family - personal and goal-based. With me and the Basler Kantonalbank, you not only benefit from my knowledge, but also from a network of specialists in all financial matters. I advise you holistically and together we develop a concept that is regularly reviewed. Together we achieve your goals and wishes.

What else sets me and the BKB apart? Sustainability, competence and security make the BKB and me strong. We are traditionally cosmopolitan and locally committed.

I look forward to hearing from you.

Qualifications

Language(s) in counseling

  • Englisch

  • Deutsch

Topics:

Assess the overall financial situation

Receive a pension or capital

Financial Planning

Invest money

Buy a home

Early retirement, is it possible?

Partner protection

Pension fund buy-in, is it worthwhile?

Homeownership in retirement age

Budget plan after retirement

Save taxes in retirement

Who inherits how much?

Settle an inheritance

Tax optimization

Donate an inheritance

Self-employment

Second opinion

Second opinion on retirement plan

Optimize tax burden after retirement

Advance on inheritance

Living situation

Real estate as a pension

Pillar 3a

Affordability as a widow

Sell a property

Finance a holiday home

Real estate as an investment object

Invest vested benefits funds

Financial independence

Pension situation

Advance directive and living will

Contact

Reviews (1)

G

Roland

26.06.2023

Kompetente Beratung zur Planung meiner Pensionierung, man spürt ehrliches Interesse. Meine Erwartungen wurden übertroffen. Top!

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