For over 20 years, I have been advising and supporting people in matters relating to retirement planning, wealth creation and growth, tax optimization ...
For over 20 years, I have been advising and supporting people in matters relating to retirement planning, wealth creation and growth, tax optimization, and mortgages.
While in-depth specialist knowledge is essential for presenting customized solutions, my primary focus is always on the individual. Show less
With more than 12 years of experience as a pension and insurance expert at a large insurance company, I have developed a deep understanding of the nee ...
With more than 12 years of experience as a pension and insurance expert at a large insurance company, I have developed a deep understanding of the needs of my customers. During this time, I have acquired in-depth knowledge of financial planning and risk protection, which I now use in my daily work.
For two years, I have also been working as a mortgage expert and support my clients with tailor-made solutions for their real estate financing. My combination of many years of experience in insurance and pension advice and expertise in the field of mortgages enables me to offer comprehensive financial solutions tailored to the individual situation.
I attach great importance to a trusting and transparent collaboration in which the long-term security and satisfaction of my clients are always the focus.
My goal is to offer you the best solutions for your financial future and to accompany you competently every step of the way. Show less
I have been advising private clients in the area of financial planning for 15 years. It is important to me to get to know people personally, which is ...
I have been advising private clients in the area of financial planning for 15 years. It is important to me to get to know people personally, which is why my first priority in my advice is to understand them. For me, it is about learning what is important to you, what your challenges, concerns, needs, starting point and much more are. I am convinced that you can only provide high-quality advice if you examine all sides first.
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
Matthias Reinhard, 32, married, father of Matteo (3 years old).
With the approach of understanding - advising - accompanying, I focus on people's moti ...
Matthias Reinhard, 32, married, father of Matteo (3 years old).
With the approach of understanding - advising - accompanying, I focus on people's motives with targeted questions. Only when the person is understood can a suitable concept be developed.
I have been working passionately in the financial sector for several years with the aim of offering my customers a tailor-made solution. I accompany you on this path with the necessary empathy, as well as honest and clear communication.
https://tria-consulting.ch/matthias-reinhard Show less
I focus on added value.
I have been living independence for over 8 years. What does independence mean?
With me, every customer experiences independe ...
I focus on added value.
I have been living independence for over 8 years. What does independence mean?
With me, every customer experiences independent advice. With over 60 partners, I am always available to my customers. Together we will find the best way to achieve financial freedom.
My areas of expertise are the optimization of securities investments (be it through one-off payments or monthly fund savings plans) as well as customized advice on real estate financing. I develop holistic concepts for you for wealth creation and asset diversification. Think of me as your long-term companion who will support you independently like a coach through all phases of life.
It's not just about acquiring property, but also about maintaining it over the years - especially in old age and in the event of a death in the family (protecting partners and children).
Your hard-earned money should work just as hard for you, even while you sleep. Let's revise or redesign your budget together to find out how you can build your wealth efficiently. I look forward to discussing your financial goals with you and guiding you on your path to financial success.
Remember, the biggest mistake in investing is not investing. Show less
1. **Passions and hobbies**:
"I am a passionate hiker and enjoy discovering new routes. Nature gives me energy and inspires me. Football is also one ...
1. **Passions and hobbies**:
"I am a passionate hiker and enjoy discovering new routes. Nature gives me energy and inspires me. Football is also one of my passions."
2. **Values and beliefs**:
"Honesty and integrity are very important to me. I believe that you can achieve a lot with openness and respect."
3. **Skills and talents**:
"I have been playing football since I could walk and I owe certain characteristics to the sport."
4. **Goals and ambitions**:
"As a financial advisor, I support people to help them achieve their financial goals and build a better future."
5. **Empathy and listening**:
"I am a good listener and like to help people when they need advice or support."
6. **Humor and fun**:
"I love making people laugh with funny stories. Laughter is the best medicine for me." Show less
Finvor GmbH (Experte für Ihre Finanzplanung und Vorsorge)
(1)
Fee-based consulting
Certified Financial Planner
Dipl. Finanzplanungsexperte NDS HF
Master of Advanced Studies ZFH in Banking & Finance
Bachelor of Science ZFH in Betriebsökonomie mit Vertiefung in Banking & Finance
Sozialversicherungs-Fachmann mit eidg. FA
Dipl. Finanzberater IAF
Active networker
family-oriented
customer-centered
holistic
empathetic
married
3 children
51 years old
lives for family
friendships
sports and music
Qualifications:
Master's in Banking & Finance NDS FH (HWZ), Bachelor of Science in Business Administration (HWZ), Certified Financial Planning Expert ...
Qualifications:
Master's in Banking & Finance NDS FH (HWZ), Bachelor of Science in Business Administration (HWZ), Certified Financial Planning Expert NDS HF, Certified Social Insurance Specialist with Federal Certificate of Competence, Certified Financial Advisor IAF
Professional Experience:
8 years at major banks, 8 years at regional banks, 8 years at insurance
Current Part-time Positions:
Member of the Board of Directors of Immocompass AG, President and Head of the Quality Assurance Commission for Certified Insurance and Pension Advisors IAF, Head of Department for Certified Financial Advisors IAF, Main Expert/Examination Author for Certified Financial Planners with Federal Certificate of Competence, Lecturer at Mendo AG (Assets Module, Certified Financial Advisor IAF Course), and experience as a member of the Board of Trustees of a pension fund Show less
In my private life, I have also had some experience with financial and insurance consultants. I often have a strange feeling: have I done something wr ...
In my private life, I have also had some experience with financial and insurance consultants. I often have a strange feeling: have I done something wrong? Is it really worth it? Have I made the right decision?
Do you know that feeling? As a financial advisor, it is therefore particularly important to me that you, the customer, are always the focus and that your individual situation is the focus. Of course, that can only be done if you pay me for it. In return, you can be sure that I am solely committed to you.
I am also convinced that good financial advice should be accessible to everyone. So if you have a small budget but still want competent advice, contact me to find out more about my dynamic pricing model. It enables cost-effective advice in every income and asset situation. Show less
As a financial planner with a federal qualification and 10 years of experience, I am happy to be at your disposal. I am direct, open and honest and at ...
As a financial planner with a federal qualification and 10 years of experience, I am happy to be at your disposal. I am direct, open and honest and attach great importance to putting the customer first. My expertise lies in the areas of insurance, finance, health insurance, wealth creation, pensions and company insurance. I will help you to create a tailor-made financial plan that meets your individual needs. Do not hesitate to contact me for more information. Show less
Fee-based consulting