As a financial planner, my company aims to present you with the solutions you require for questions relating to financial advice and financial plannin ...

As a financial planner, my company aims to present you with the solutions you require for questions relating to financial advice and financial planning. This can be done either as purely strategic advice and planning work or, if you wish, as support in the operational implementation based on the solution you have chosen.

So that I can calculate the scope of your questions and my advice and planning effort, I find it useful if a short exchange could take place via Zoom or Teams.

This way I know what it is specifically about, how I can help you with your issue, what documents I would need and what the next steps could be.

My advice and planning areas cover the following issues: Retirement and risk planning as part of pension provision, asset investment, real estate financing, insurance cover for private individuals and SMEs. Tax, property and inheritance law issues, financial planning, pension planning.

A budget can also be drawn up together on request.

My professional career has led me into finance, or rather into financial planning and all related areas, contexts and issues. Show less

My heart belongs to the Rhine Valley. I have lived in this beautiful place for almost 47 years. I live in the idyllic Hinterforst near Altstätten/Eic ...

My heart belongs to the Rhine Valley. I have lived in this beautiful place for almost 47 years. I live in the idyllic Hinterforst near Altstätten/Eichberg with my lovely wife Caroline and my 11 and 13 year old children. At the beginning of my professional life, it was anything but clear that I would one day gain a foothold in the insurance industry. I completed my apprenticeship as a polymechanic. Shortly afterwards, I ventured into the pension and insurance industry. I discovered my passion for the financial world and quickly set up my own business. For 18 years now, I have been looking after people in different life situations with the right insurance solutions: from birth to retirement age. After almost two decades in the industry, I still find the work very enjoyable. Would you like to find out more about me? I would be happy to give you my time. I look forward to meeting you personally soon. Show less

Welcome to my profile! 😊 Everyone has individual goals and dreams – that’s why a customized financial strategy is essential. I guide you throu ...

Welcome to my profile! 😊

Everyone has individual goals and dreams – that’s why a customized financial strategy is essential. I guide you through the financial jungle and help you optimize your finances, minimize risks, and build long-term wealth.

🔹 More financial freedom through smart financial optimization
🔹 Secure retirement planning & smart investment strategies for your future
🔹 Budget planning that helps you get the most out of your income
🔹 Real estate financing tailored to your needs

My goal? Maximum financial advantage for you!
As your personal advisor, I’m by your side for the long term – independent, honest, and with a clear plan.

📩 Let’s talk! I look forward to hearing from you. Show less

Fabio Rupper has not entered any text yet.

With over 25 years of professional experience, I know the different customer needs very well and can offer you individual solutions. If necessary, I ...

With over 25 years of professional experience, I know the different customer needs very well and can offer you individual solutions.

If necessary, I will bring in other specialists to work out the best possible option for you.

If you want to be sure that you will receive advice that is tailored to you, choose me. Due to the fixed compensation I receive from my employer, I can recommend the solution that really suits you best without any pressure.

Get in touch for a non-binding introductory meeting! Show less

I have been working for reputable providers since 2017 and know the basic cost factors, which I would be happy to point out to you. I only offer advi ...

I have been working for reputable providers since 2017 and know the basic cost factors, which I would be happy to point out to you.

I only offer advice on topics in which I am well-versed and have practical experience. If I reach my limits, I have the resources to provide.

My areas of expertise are:
-Insurance against disability and death
-Cost optimization and help with investment instruments
-Comprehensive advice on home ownership planning Show less

I have been active as co-founder and managing partner of HYPOHAUS for more than 5 years. At HYPOHAUS, we provide our customers with comprehensive advi ...

I have been active as co-founder and managing partner of HYPOHAUS for more than 5 years. At HYPOHAUS, we provide our customers with comprehensive advice on mortgages and homes and look for the best offers from a selection of over 50 providers. Free of charge and without obligation.

I have over 15 years of experience in the financial sector and have worked for many years at UBS in various customer advisory positions. Our HYPOHAUS headquarters are in St. Gallen and we have an office in Zurich. Our customers come from all over Switzerland. Together with our banks, we already manage a portfolio of more than 1 billion Swiss francs in mortgages for our customers.

I would be very pleased if you would contact me. With our free service, you have little to lose.

See you soon,
Yours, Claudio Näf Show less

Valentina à Porta has not entered any text yet.

Good things happen when people can invest freely according to their life plans and values. Opportunities open up and become reality. But for this to h ...

Good things happen when people can invest freely according to their life plans and values. Opportunities open up and become reality. But for this to happen, investors must be able to freely compare and choose between all offers and providers. That is what I am committed to.

As a former portfolio manager and research analyst as well as a TV expert, I have gained valuable experience in the selection and management of investments at various banks and financial institutions. Now I have changed sides and can provide you with competent advice on topics relating to your finances and assets. As a wealth officer at ZWEI Wealth, I am officially certified and committed to the ZWEI Wealth Office Code.

Now you may be asking yourself: ZWEI Wealth!? Never heard of it!

In 2014, two guys (Prof. Dr. Klaus Wellershoff and Patrick Müller) had a good idea and wanted to revolutionize the financial industry with it.

The story sounds simple:
You have assets, your asset manager manages them for you.

But how do you find the right offer? ZWEI Wealth offers you a marketplace.

There are over 400 banks and asset managers here. They apply for your portfolio. ZWEI supports you in finding out which offer is the right one for you and your goals. And optimizes it continuously.

And so we developed the Wealth Office together. Our motto: We ensure more transparency and competition in asset investments. And we advise you comprehensively on questions relating to your assets.

Are you interested in finding out more? I look forward to hearing from you!

Show less

For over 15 years, I have been supporting my clients in all financial matters (insurance, pension provision, tax issues, financing options, estate, pe ...

For over 15 years, I have been supporting my clients in all financial matters (insurance, pension provision, tax issues, financing options, estate, pension and financial planning, asset optimization, investment advice, etc.) Show less

Daniele Larocca has not entered any text yet.