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
Hello.
I would be happy to help you with any questions you may have about your finances. Assessing the overall situation and linking the individual f ...
Hello.
I would be happy to help you with any questions you may have about your finances. Assessing the overall situation and linking the individual financial topics are my core competencies.
I am a federally certified financial planning expert and have been working as a financial advisor for over 15 years; for around 3 years I have been self-employed - and therefore 100% independent (no product sales).
I offer advice in Olten and Aarau. To save you the hassle of travelling, I am also happy to come to your home if you wish and also offer online advice.
You can find more information on my website (www.wyance.ch).
I have been making my experience in the field of investments available to private clients for over 30 years. As an investment specialist, I look after ...
I have been making my experience in the field of investments available to private clients for over 30 years. As an investment specialist, I look after your asset management mandate with passion or support you reliably, solution-oriented and straightforwardly with a portfolio analysis. Our costs are transparent and in line with the market.
Use our experience for your investments and benefit from a structured portfolio that is a pleasure both in uncertain times and in flourishing phases.
Contact me and we will arrange a free initial consultation. 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
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
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
Master in Finance and Investment, University of Edinburgh
Bachelor in Banking and Finance, Universität Zürich
Chartered Financial Analyst
Family and friends
Diverse interests and curiosity
Sporty
Keen to travel
I am a passionate asset manager and have been looking after private clients for almost 15 years. In order to be able to act independently, I founded H ...
I am a passionate asset manager and have been looking after private clients for almost 15 years. In order to be able to act independently, I founded Hochstrasser Vermögensverwaltung AG in 2022. As the sole owner of the company, I vouch for this with my name.
I am convinced that attractively valued shares in exceptional companies are the best long-term investment. Finding these inspires me every day.
I offer you two services:
First, I provide you with comprehensive advice on your financial and asset matters. The focus is on personal discussions. Together we will lay out your financial circumstances and develop an individual plan that is tailored to your needs. This is free of charge and I am happy to take plenty of time for you.
Secondly, I manage the assets entrusted to me on a mandate basis. To do this, I follow a clear investment process: By consistently implementing timeless investment principles and independent financial analysis, I generate attractive returns for my clients in the long term.
I consider it a matter of course that an asset manager transparently discloses all costs (see appendix) and his performance record (see website).
Contact me and we will arrange a non-binding and free initial consultation.
I would be delighted to meet you personally! Show less
Fee-based consulting