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
During my professional career so far, I have been able to develop a wide range of knowledge and skills in banking. Starting with my training as a bank ...
During my professional career so far, I have been able to develop a wide range of knowledge and skills in banking. Starting with my training as a banker, I gained a solid understanding of the various aspects of banking. In my role as a customer advisor for companies, I have been able to continuously expand my expertise in the areas of financing, lending and investment advice. I have successfully supported start-up companies in the implementation of their business plans and helped them make the right financial decisions to promote their growth.
My passion for the field of banking lies not only in the financial industry itself, but also in the opportunity to help customers achieve their financial goals. I value the importance of trust and integrity in the customer relationship and am always committed to offering the best possible solutions that meet the individual needs and goals of my customers. Show less
In consulting for over 15 years, in insurance for over 10 years and as a self-employed and independent insurance broker and financial advisor for over ...
In consulting for over 15 years, in insurance for over 10 years and as a self-employed and independent insurance broker and financial advisor for over 5 years.
Over 1500 private customers and over 150 corporate customers.
>240 five-star Google reviews.
Official ETH AI Center insurance broker 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
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
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
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
Fee-based consulting