I have been gathering experience in the financial sector for you for more than 30 years, most recently as general agent for a leading Swiss insurance ...
I have been gathering experience in the financial sector for you for more than 30 years, most recently as general agent for a leading Swiss insurance company and before that at major and private banks. In my advisory work, I have already had the opportunity to hold well over 6,000 customer meetings. One principle has always been at the forefront: "Advise in the way you would like to be advised yourself."
I create individual pension and financial plans. I also support private and corporate customers as an insurance broker, optimize investment and mortgage solutions and check tax savings potential. Through other network partners, I can offer assistance in finding or selling real estate or ensure the legal regulation of important topics (wills, advance directives, etc.). The collaboration with over 60 financial service providers guarantees our customers independent and transparent advice. Personal consultations take place in the premises in the Circle at Zurich Airport or at the customer's home. Show less
My mission is to positively influence as many people as possible with simple education on the subject of money, insurance and investments. Thanks to t ...
My mission is to positively influence as many people as possible with simple education on the subject of money, insurance and investments. Thanks to the cooperation with schools and companies, targeted knowledge can be shared in the context of workshops and learning opportunities.
After my basic commercial training, I continued my education in the hotel and tourism sector. Thanks to this internship in a luxury resort, I am aware of what excellent service and first-class service mean. I now use this knowledge in the financial sector to offer first-class service. The satisfaction and gratitude of customers and the connection are the greatest gift for me.
While building up my own customer base and constantly learning within the industry, I successfully completed a Bachelor of Arts in Business Administration and additional further training with a focus on insurance.
It is a privilege for me to work with you in every phase of life. The solution should be understandable, logical and helpful for you. We cover possible events and invest in your goals. A kind of all-round carefree package so that you can concentrate fully on your life. Show less
With over 12 years of experience in the financial sector, I offer my customers in-depth knowledge in the areas of investments, pensions and retirement ...
With over 12 years of experience in the financial sector, I offer my customers in-depth knowledge in the areas of investments, pensions and retirement planning as well as health and property insurance. I guarantee neutral, thorough all-round financial planning. It is not always easy to keep track of things in the financial jungle. Often you have different advisors in one household: for health and property insurance, pensions, taxes and banks. Especially when life circumstances suddenly change, it is a great advantage to have one contact person for all situations.
Financial planning for private households and companies including pension planning, risk analysis, mortgage negotiations, price-performance assessment of insurance in general. Show less
In my professional career, as a bank advisor, I was able to support and advise customers in various customer segments on a variety of issues. Be it in ...
In my professional career, as a bank advisor, I was able to support and advise customers in various customer segments on a variety of issues. Be it in the area of payments and savings, investments/mortgages or the topic of pension provision.
I have been working as a pension expert for almost 5 years. Show less
CISI Level 3 Certificate in Investments (Derivatives)
Certified EFFAS Financial Analyst
Dipl. Finanzanalytiker und Vermögensverwalter
Dipl. Bankfachmann
Individual
Proactive
Holistic
Perspective
Independent
Freedom-loving
Geostrategic
Globally thinking
Scenario-oriented
Expat
Expatriate
Foreigner
Retiree
Do you have savings in your bank account, but it hardly generates any returns? Are you dissatisfied with your financial situation or your bank? Do you ...
Do you have savings in your bank account, but it hardly generates any returns? Are you dissatisfied with your financial situation or your bank? Do you want to have control over your finances yourself but don't know how? Are you a foreign citizen, a digital nomad or retiree living abroad?
Then you need a money mentor. Someone who explains the secrets of growing your wealth in simple language.
After 6 months you will be financially independent! You know the DOs and DON'Ts, have mastered the most important financial terms and manage your assets largely yourself.
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You have savings in your bank account, but it generates minimal returns? Are you dissatisfied with your financial situation or your bank? Do you want to have control over your finances yourself but don't know how? Are you a foreign citizen, a digital nomad or retiree living abroad?
Then you need a money mentor. Someone who explains the secrets of growing your wealth in simple language.
After 6 months, you will be financially autonomous! You will know the dos and don'ts, master the most important financial terms, and largely manage your wealth on your own. Show less
The financial industry needs more fairness and completely independent advisors. Would you also like more satisfaction with your financial matters? I o ...
The financial industry needs more fairness and completely independent advisors. Would you also like more satisfaction with your financial matters? I offer you the best solution for your assets - thanks to completely independent advice!
Benefit from my more than 30 years of experience in the financial industry. My independent advice, free from third-party interests, brings you the greatest advantages. I would be happy to be available for a free initial consultation!
Education & experience
- Degree in economics and business administration at UNI ZH, including assistant work for 6 years
- Marketing Private Banking UBS including training as a press officer for 6 years
- Head of financial advice at a German private bank for 2 years
- Head of asset management and member of the bank management at Raiffeisenbank for 18 years
- Self-employed consulting since 2018
and partner in the expert network ZWEI Wealth Experts
Call me, email me or visit me in the ZWEI Wealth consulting office
at Obergasse 38 in Winterthur. Thank you very much! Show less
I have been dealing with the issues of retirement and succession planning for many years. That is why I can support my customers very well. Thanks to ...
I have been dealing with the issues of retirement and succession planning for many years. That is why I can support my customers very well. Thanks to my extensive experience, I am familiar with many different topics related to financial planning.
My goal is to accompany and support my customers through all phases of life.
That is why I would be delighted to be your pension coach.
You can find out more about me in the attached YouTube video or in my bench talks with exciting guests. Show less
In my previous role as a financial advisor in a traditional model, I saw how advice was often more focused on selling products than on real customer n ...
In my previous role as a financial advisor in a traditional model, I saw how advice was often more focused on selling products than on real customer needs. Unfortunately, this often led to incorrect advice in which the interests of the customer took a back seat to those of the advisor. But there is another way! For this reason, after extensive preparation, Freund & Partner was created.
Freund & Partner is not just about selling financial products. We represent a new era in financial advice - one that is focused on complete independence, transparency and the well-being of our customers. Our primary goal is to minimize your financial costs and pave the way for you to have lifelong financial peace of mind. How do we do this? By covering all aspects of your finances - from insurance to taxes, savings plans, budgeting and investments. We ensure that every area is tailored to your goals.
I cordially invite you to an initial introductory meeting. In just 20 minutes, I will introduce you to Freund & Partner and our approaches. You will learn everything about how we can help you to keep your finances under control in the long term. Use the opportunity to ask all your questions and decide whether you want to go down this path with us. I look forward to meeting you! Show less
13 years ago I discovered the joy of helping people to expand their financial knowledge. This helps them to make the best decision for their own needs ...
13 years ago I discovered the joy of helping people to expand their financial knowledge. This helps them to make the best decision for their own needs. I get my daily motivation from the satisfaction of my customers, who recommend me to friends and family. Due to the closeness that arises with my customers, it is often natural to enter into a long-term partnership, which results in 360° advice in all phases of life. Practical, objectively targeted and economically sustainable solutions are my credo. Show less
