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
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
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 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.
- 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
Welcome to my profile! My name is Nikeas Skarlakidis, and I bring a breath of fresh air to the world of financial advice.
With roots in Greece and a ...
Welcome to my profile! My name is Nikeas Skarlakidis, and I bring a breath of fresh air to the world of financial advice.
With roots in Greece and a solid education at Zurich Insurance as well as further qualifications in the financial sector, I have been at your side at PVVS Finanzkompetenz AG since 2018.
My approach is based on three core principles: competence, consistency and excellent customer service. I advise you neutrally and free of any conflicts of interest in order to find the optimal solution together with you. Innovative and exciting opportunities await you, especially in the investment area.
Discover your advantages with us:
- Objective pension and financial planning for your security
- Unique investment solutions also with a success-based model, you only pay if the return is positive!
- Proven investment strategies for every type of investor
- Savings opportunities on insurance premiums of up to 20%
- Access to the best 3a solutions from banks and insurance companies
- A non-binding short analysis of your pension provision to show optimization potential
- Effective tax optimization to save 15-25%
- Attractive conditions for mortgage interest rates
Let's achieve your financial goals together and make your future secure. I look forward to getting to know you and working with 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
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
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
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
Hello!
My name is Leon Berlich, and I am a passionate mortgage broker.
My goal is not just to find financing for my clients, but to pave the way for ...
Hello!
My name is Leon Berlich, and I am a passionate mortgage broker.
My goal is not just to find financing for my clients, but to pave the way for them to own their own home with customized solutions.
I bring a breath of fresh air to the world of real estate financing and provide you with modern, personalized advice.
Transparency, trust, and a long-term perspective are essential to me – because your financial future is important to me.
Whether it's your first property purchase, a clever follow-up financing arrangement, or a long-term strategy for your real estate portfolio – I will accompany you on your journey with full motivation and find the optimal solution for your situation.
