Real estate often contains a large, if not sometimes the largest, share of assets. Do you want to sell and are you looking for a neutral and independe ...

Real estate often contains a large, if not sometimes the largest, share of assets. Do you want to sell and are you looking for a neutral and independent real estate agent with know-how, heart and experience?

HABERLE IMMOBILIEN GmbH is neutral, independent and well connected. An initial contact to get to know each other and to discuss your wishes and ideas is non-binding and of course free of charge. Just come to me, I'm happy to be there for you and your project.

https://haberle.ch/ 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

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.

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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.
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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

With extensive experience in the hotel industry and a deep understanding of pension issues, I am at your side as a competent pension advisor. My speci ...

With extensive experience in the hotel industry and a deep understanding of pension issues, I am at your side as a competent pension advisor. My specialist knowledge of the hotel industry enables me to develop individual solutions that meet your needs and goals. Let's plan your future together and create financial security. Show less

- Worked for major banks for 13 years (financial planner and customer advisor for wealthy private customers) - Self-employed as a coach and advisor in ...

- Worked for major banks for 13 years (financial planner and customer advisor for wealthy private customers)
- Self-employed as a coach and advisor in the areas of finance, life and body & soul for 1 year
- I am convinced that knowledge in the area of finance and pension planning makes people more self-determined and independent. Those who take their finances into their own hands make more independent decisions and feel freer, stronger and more secure.

With my open and relaxed manner, I would like to awaken your curiosity and joy in finances and accompany you professionally on your path to financial independence in a trustworthy environment. 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.

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We are independent financial and wealth advisors with many years of international experience, including deep expertise in cross-border planning betwee ...

We are independent financial and wealth advisors with many years of international experience, including deep expertise in cross-border planning between Switzerland and the U.S..

Our mission is to help people reach financial independence faster, through clear, transparent, and personalized financial strategies.

What sets us apart? We work 100% independently, product-neutral, and exclusively on a fee-only basis — so your best interest always comes first. We don’t just show you what to do — we also explain why.
And every solution we recommend is one we believe in and use ourselves.

🔍 Our Services:
• Portfolio Check
Independent analysis of your current investments
• Wealth Advisory
Clarity on your financial situation with specific advice for free assets, 3rd pillar (Säule 3a), and vested benefits accounts
• Holistic Financial Planning with Investment Advisory: From building wealth to retirement income strategies (pension vs. lump sum) and drawdown planning
• Cross-Border Financial Planning (Switzerland–U.S.): Specialized support for U.S. persons living in Switzerland and Swiss nationals with U.S. ties — including investment, tax, and regulatory considerations
• Financial Education & Coaching: Learn how to invest across asset classes (stocks, bonds, gold, Bitcoin, real estate), instruments (ETFs, funds, derivatives), and strategies — from beginner to advanced

We help you achieve better long-term results with smarter decisions, lower costs, and a more strategic allocation between taxable wealth and retirement accounts.

💡 Who is this for? Whether you’re just starting out, already building wealth, or planning your financial future — we support you with expert guidance, real-world experience, and a clear plan.

Let’s find out together how you can reach your financial goals faster — with more clarity and confidence.

Still unsure? Follow us on social media (mostly in Swiss German though..):
🎧 Spotify: Finanzapero
📸 Instagram: @stuzz.ch
▶️ YouTube: STUZZ
💼 LinkedIn: STUZZ Show less