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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

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

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

I therefore have almost 30 years of experience in advising Swiss private clients. My focus is on investments, including tax considerations and pension ...

I therefore have almost 30 years of experience in advising Swiss private clients. My focus is on investments, including tax considerations and pension issues. It is particularly important to me to formulate the sometimes complex relationships in a simple and understandable way and to communicate on an equal footing at all times.

I am also happy to provide input on mortgages and real estate. Show less

I help people to achieve their heart's desires and financial dreams by providing them with financial security and at the same time showing them how to ...

I help people to achieve their heart's desires and financial dreams by providing them with financial security and at the same time showing them how to build wealth efficiently.

Together we lay the foundation so that you can fulfill your dream of owning your own home. I also check your insurance situation so that you are protected if something really happens.

To ensure that you have added value in the areas of investment optimization, pension provision and property purchase, I will prepare a pension analysis, an investment plan or a financing proposal for you.

Working with me gives you the advantage that I can support you with banking and insurance issues. You can count on over 7 years of experience in the financial sector and for all the topics you have read about, I can provide you with personal proof that it works.

I can also support you with the following topics:

- Tax optimization
- Pension planning (decision on pension or capital)
- Health insurance optimization for you and your family

Contact me
Mobile +41 79 598 36 35
[email protected] Show less

It is my primary goal to support and accompany our clients, companies and their employees in their financial planning. Essential: preserve what is imp ...

It is my primary goal to support and accompany our clients, companies and their employees in their financial planning. Essential: preserve what is important to you; achieve what is possible. And we achieve this with commitment, competence, ambition and empathy.

The goals are achieved by developing and implementing plans that are individually tailored to the client. We focus on aspects such as maintaining the usual standard of living, sustainable optimization and long-term security.

Regardless of your current life situation, we ensure personal security and adapt it to any changes in a flexible and targeted manner.

What we offer: personal consultations on site or by telephone, video conferences, presentations or training courses.

Your situation and your wishes are the most important thing for us. Of course, the support does not end with the implementation of the order. Our service includes a complete and ongoing analysis of your life situation, negotiations with partners and institutions - but above all, support in a changing life situation and the resulting developments.
Our successful cooperation with business partners
(national and international) as well as our extensive experience are testament to the successes of the company "B&F Partner" to date.

We also specialize in "expats". Here we can already count numerous specialists and managers among our satisfied clients. If difficult situations arise - e.g. legal questions - we can rely on competent, professional partners.
We also operate in the financial world (investments, etc.) on national and international ground.
That is why our name stands for B for education and F for finance.

We see our services as a complete package. We remain transparent, professional, focused - and always oriented towards people. Personal contact, a partnership based on trust, seriousness and professionalism are our strength - and your gain! Show less