I have been advising private clients in the area of financial planning for 15 years. It is important to me to get to know people personally, which is ...
I have been advising private clients in the area of financial planning for 15 years. It is important to me to get to know people personally, which is why my first priority in my advice is to understand them. For me, it is about learning what is important to you, what your challenges, concerns, needs, starting point and much more are. I am convinced that you can only provide high-quality advice if you examine all sides first.
I see my job as listening to people, getting to know them and understanding their "why?". This is the only way I can help them to realize their wishes ...
I see my job as listening to people, getting to know them and understanding their "why?". This is the only way I can help them to realize their wishes, goals and dreams, so that everyone can shape their own life the way they want.
In my environment, I am perceived as a cheerful and joyful person, with the ability to bring the right amount of understanding, depth, objectivity and humor at the right moment. Show less
Matthias Reinhard, 32, married, father of Matteo (3 years old).
With the approach of understanding - advising - accompanying, I focus on people's moti ...
Matthias Reinhard, 32, married, father of Matteo (3 years old).
With the approach of understanding - advising - accompanying, I focus on people's motives with targeted questions. Only when the person is understood can a suitable concept be developed.
I have been working passionately in the financial sector for several years with the aim of offering my customers a tailor-made solution. I accompany you on this path with the necessary empathy, as well as honest and clear communication.
https://tria-consulting.ch/matthias-reinhard 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
Grüezi
At the age of 16, I realized that my purpose was to devote myself passionately to a topic in order to support people in the best possible way ...
Grüezi
At the age of 16, I realized that my purpose was to devote myself passionately to a topic in order to support people in the best possible way. For years, as a salesperson at Melectronics, I had the pleasure of introducing my customers to the world of electronics.
At the beginning of 2018, I decided to refocus my curiosity and began my career in the financial industry. Fascinated by the multifaceted opportunities in the financial sector, I delved into the complex world of finance.
The more experience I gained, the clearer the importance of my role as a financial planner became to me. Because let's be honest: who has the time to deal with all the complex topics?
It is more important to find a specialist in whom you see sympathy and trust - something that everyone deserves. I can be that specialist for you.
I look forward to getting to know you soon and to being able to use my knowledge to serve your interests. 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
Are you thinking about your retirement? And can't see the forest for the trees?
We would be happy to tackle your financial planning together, taking ...
Are you thinking about your retirement? And can't see the forest for the trees?
We would be happy to tackle your financial planning together, taking into account all pillars (AHV, PK/BVG/FZK and 3a/3b), mortgages, investments, taxes as well as current and future expenses.
This provides the necessary basis for decision-making! And we also talk about other important topics such as advance directives and wills.
See you soon... take the first step today: a call or email is enough. 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
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
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
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
