My name is Dominic Fritschi. I am 34 years young and have been with Schweizer Vermögensberatung for 4 years. I come from a family of bankers. My fath ...
My name is Dominic Fritschi. I am 34 years young and have been with Schweizer Vermögensberatung for 4 years. I come from a family of bankers. My father and mother have a combined total of around 70 years of professional experience. But since insurance is also a large part of our lives and budgets, it was important to me to combine banking and insurance.
As an independent financial advisor at the market-leading, independent entrepreneur SVAG Schweizer Vermögensberatung AG, I am not tied to a specific financial institution or product. This enables me to offer my clients a wide range of financial instruments that meet their individual needs.
I focus on understanding my clients' needs and developing tailor-made solutions that are tailored to their personal goals.
My way of working is transparent and I attach great importance to open and honest communication with my clients.
I work with the latest tools and technologies to provide my clients with the best possible advice and support. At the same time, I always strive to inform my clients about all steps and decisions in the advisory process.
I am convinced that successful financial planning is based on trust, empathy and professionalism. That is why I am personally committed to building a trusting relationship with my clients and meeting their financial needs in the best possible way.
I look forward to getting to know you and helping you achieve your financial goals.
I built my professional foundation over several years at an established Swiss financial services provider. While I was earning my consulting spurs, it ...
I built my professional foundation over several years at an established Swiss financial services provider. While I was earning my consulting spurs, it became clear to me that in such a "setup" the company's goals take priority over the customer's goals. As an experienced financial advisor, it is important to me to offer neutral and company-independent advice. This means that my customers sometimes save > CHF 10,000 in my financial planning by eliminating unnecessary product costs.
Let us evaluate your individual financial issues together in an initial consultation and define the appropriate measures based on evidence-based planning.
Yours, Vinzenz Perren
My specialization and focus:
- Financial and pension planning
- Pension provision (including tax optimization)
- Investment advice (including tax optimization)
- Home financing (new and refinancing)
- Living wills, advance directives, support agreements
- Marriage and inheritance contracts, wills
All services can also be offered to expats and their special needs.
I built my professional foundation over several years at an established Swiss financial services provider. While earning my advisor spurs, I had to realize that in such a "set-up", corporate goals take precedence over client goals. As an experienced financial advisor, it is important to me that I can offer neutral and company-independent advice. As a result, my clients sometimes save > CHF 10,000 in my financial planning by eliminating unnecessary product costs.
Let us evaluate your individual financial issues together during an initial consultation and define the appropriate measures based on evidence-based planning.
Your Vinzenz Perren
My specialization and focus:
- Financial and pension planning
- Pension provision (including tax optimization)
- Investment advice (including tax optimization)
- Home financing (new & refinancing)
- Living wills, advance directives, support agreements
- Marriage & inheritance contracts, wills
All services can also be provided for expats and their special needs. Show less
Board member of the DodoBahati Foundation for the Protection of the Last Wild Animals
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Painting
Real estate often contains a large, if not sometimes the largest, share of assets. Do you want to sell and are you looking for a neutral and independe ...
Real estate often contains a large, if not sometimes the largest, share of assets. Do you want to sell and are you looking for a neutral and independent real estate agent with know-how, heart and experience?
HABERLE IMMOBILIEN GmbH is neutral, independent and well connected. An initial contact to get to know each other and to discuss your wishes and ideas is non-binding and of course free of charge. Just come to me, I'm happy to be there for you and your project.
I see my job as listening to people, getting to know them and understanding their "why?". This is the only way I can help them to realize their wishes ...
I see my job as listening to people, getting to know them and understanding their "why?". This is the only way I can help them to realize their wishes, goals and dreams, so that everyone can shape their own life the way they want.
In my environment, I am perceived as a cheerful and joyful person, with the ability to bring the right amount of understanding, depth, objectivity and humor at the right moment. Show less
I am Philippe Muntwyler, founder of Caveo AG, a qualified financial planner with a federal FA and a Master's in Insurance Management. Imagine that I a ...
I am Philippe Muntwyler, founder of Caveo AG, a qualified financial planner with a federal FA and a Master's in Insurance Management. Imagine that I am your personal financial navigator who guides you through the world of numbers and diagrams with a wink.
My mission? To increase your financial well-being with a pinch of humor. I believe that financial planning should not only be serious and well-founded, but also understandable and accessible. With over fifteen years of experience and an arsenal of expertise, I am ready to offer you tailor-made solutions - without the usual financial jargon.
I see my clients as partners in an exciting adventure. Together we explore the landscape of your finances and find ways to achieve your goals without it feeling like an endless tax return.
Let's approach your financial planning with a smile - I look forward to seeing you. 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
Detlefson AG was founded in 2002 and specializes in the management of private assets. We are a trustworthy and respected player in Switzerland. Our wo ...
Detlefson AG was founded in 2002 and specializes in the management of private assets. We are a trustworthy and respected player in Switzerland. Our work is based on personal and long-term relationships.
Detlefson AG is managed by the second generation, Matthias Dudler, who has been active in the financial markets for over 34 years and serves his clients in seven different languages. He studied at UC Berkeley and NYU and is an ambassador for SOS Children's Villages.
We manage the client assets entrusted to us in a way that is individually tailored to the needs and wishes of the clients. With office space on a country estate in a granary dating back to 1769, we provide our partners and clients with "old style Swiss private banking" in practice. Show less
- Many years of experience in the areas of insurance and financial services
- Further training as a financial planner with a federal professional cert ...
- Many years of experience in the areas of insurance and financial services
- Further training as a financial planner with a federal professional certificate
- Analytical thinking, competent, efficient, structured, resilient, solution-oriented, loyal, discreet Show less
Our coaching helps you
• To gain clarity about your finances (360° review)
• To create a step-by-step plan for your financial future
• To appro ...
Our coaching helps you
• To gain clarity about your finances (360° review)
• To create a step-by-step plan for your financial future
• To approach your financial future with confidence and self-assurance Show less
I have been working in the insurance and finance industry for over 15 years.
I also specialize in pension and finance planning for private individua ...
I have been working in the insurance and finance industry for over 15 years.
I also specialize in pension and finance planning for private individuals and companies.
I would be happy to advise you on all pension and finance matters and we can work together to create a plan that can be implemented.
Grüezi
At the age of 16, I realized that my purpose was to devote myself passionately to a topic in order to support people in the best possible way ...
Grüezi
At the age of 16, I realized that my purpose was to devote myself passionately to a topic in order to support people in the best possible way. For years, as a salesperson at Melectronics, I had the pleasure of introducing my customers to the world of electronics.
At the beginning of 2018, I decided to refocus my curiosity and began my career in the financial industry. Fascinated by the multifaceted opportunities in the financial sector, I delved into the complex world of finance.
The more experience I gained, the clearer the importance of my role as a financial planner became to me. Because let's be honest: who has the time to deal with all the complex topics?
It is more important to find a specialist in whom you see sympathy and trust - something that everyone deserves. I can be that specialist for you.
I look forward to getting to know you soon and to being able to use my knowledge to serve your interests. Show less
With my extensive knowledge of insurance, pensions, wealth creation and mortgages, I am here to help you achieve your financial goals. I have high sta ...
With my extensive knowledge of insurance, pensions, wealth creation and mortgages, I am here to help you achieve your financial goals. I have high standards because I have learned from the best and bring over 27 years of experience to help people like you maximize their financial security and plan for a worry-free future.
Many of us believe we have our financial planning under control, but important aspects are often overlooked. Planning early and considering all the details, from taxes and investments to inflation, is crucial to ensuring freedom and security in old age.
Comprehensive pension planning and retirement planning requires a detailed look at your individual situation. It's not just about when you want to retire, but also how you want to build and invest your wealth to achieve your goals. Different types of investments such as stocks, bonds or real estate play an important role.
As your personal financial planner, I am here to guide you through this complex process. Together we will develop a strategy tailored to your needs and help you make the right decisions for your financial future.
Start planning your future today so you can enjoy the fruits of your labor later. Let's work together to make sure your financial future is as bright as you want it to be. Show less
