About me: As a Financial Consultant & Relationship Manager at Swiss Life Wealth Managers, I have been supporting our customers in all matters relating ...

About me:
As a Financial Consultant & Relationship Manager at Swiss Life Wealth Managers, I have been supporting our customers in all matters relating to private finances and asset management since the beginning of 2024. Before that, I worked as an independent financial advisor at Swiss Life Select. In this role, I advised customers on all aspects of pension provision, insurance and wealth creation. I started my career in the Kradolf-Schönenberg municipal administration, where I successfully completed my training as a businessman. I am a trained financial planner with a federal professional certificate. I also have the internationally recognized accreditation of a Certified Financial Planner (“CFP”).

What is important to you when working with customers?

Communication is the key to successful cooperation based on long-termism and transparency. It should be clear, understandable and, above all, honest. My aim is to offer customers security and clarity with holistic and individual advice and to allay any worries they may have. In order to achieve this, it is essential that my customers trust me and are honest.

What do customers value about your work?

I often hear from my customers that they really appreciate my empathy and my understandable way of expressing myself. I deliberately choose clear and easy-to-understand language without a lot of technical terms so that the person I am talking to - regardless of their financial expertise, which varies greatly across the customer base - can understand my solutions and suggestions.

Why did you decide to expand your expertise in the area of asset management/financial advice?

I like numbers and I like people - in my work as a financial consultant & relationship manager I can combine these two passions wonderfully. I really enjoy tackling complex issues and presenting them in an understandable way.
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My name is Matthias Vogel. I have been in the financial industry for 25 years. During this time, I have developed a profound understanding of the mark ...

My name is Matthias Vogel. I have been in the financial industry for 25 years. During this time, I have developed a profound understanding of the markets and the needs of my customers.

As a certified IAF asset manager/financial advisor and qualified IAF fund advisor, I have the qualifications to provide you with competent, individual advice.

Comprehensive market knowledge: I am familiar with current developments in the financial markets and know how I can use them for you.

Empathy and patience: I take time for your questions and concerns and provide you with continuous support. Show less

Your long-term success is important to me. With a holistic approach and proven methodology, I develop individual solutions based on facts and trust. I ...

Your long-term success is important to me. With a holistic approach and proven methodology, I develop individual solutions based on facts and trust. In doing so, I ensure that we reach a common understanding - the basis for long-term and successful cooperation.

What counts is you: your goals, your wishes and your questions. Where are you today and where do you want to go? Together we will find the optimal solution that is exactly right for you. This takes into account my values: holistic, mindful, progressive.

I look forward to learning more about you and your goals in a non-binding initial consultation. Show less

Personal contact with my clients is particularly important to me. In every consultation, my top priority is to offer you honest and transparent advice ...

Personal contact with my clients is particularly important to me. In every consultation, my top priority is to offer you honest and transparent advice. Together we work out solutions that are tailored precisely to your individual needs.

Let's find out in a personal conversation how I can best support you on your financial journey. Your goals and wishes are always my top priority. Show less

For some, dealing with insurance, pensions and finances is a necessary evil. For me, it has been the focus of my career for over 20 years and I would ...

For some, dealing with insurance, pensions and finances is a necessary evil. For me, it has been the focus of my career for over 20 years and I would not want to miss it. I simply enjoy dealing with so many different people and I love advising, helping and supporting.

Although it still seems to be a simple concept, there are many perspectives related to insurance, pensions and finances. The same stumbling blocks are always evident. These often arise from carelessness when taking out insurance and/or pension products, from choosing financial investments that do not meet needs or from not addressing (or pushing aside) important issues (such as advance directives, custody and living wills or estate planning).

Financial freedom or "financial freedom". Two of the main categories include the accumulation of assets and the reduction of expenses. Cash flow planning, retirement planning, investment planning, income tax planning and insurance planning are the corresponding elements of financial independence.

Honesty, openness and transparency are very important to me in my daily business. This is the only way to build a relationship of trust so that you feel comfortable with my advice - for life.

My private life is also filled with lovely people from my family and circle of friends. I am the father of four children aged 15 to 22. In my free time I like to be in nature, preferably in the mountains or by the water. I also like to play football.

I would be delighted to get to know you personally. Find out how I work and what I can do for you. Thanks to my large network and many contacts, I work throughout German-speaking Switzerland. Show less

Over the course of life, every person undergoes changes, whether in personal relationships or in the professional environment. Suddenly new needs aris ...

Over the course of life, every person undergoes changes, whether in personal relationships or in the professional environment. Suddenly new needs arise and you enter a new phase of life. For me, the focus of my advice is the individual personality of each individual. Only when we meet on an equal footing and I understand your wishes and goals can I offer you optimal advice.

I offer comprehensive analysis and advice, whereby you as a customer benefit from lifelong support in all insurance, financial and tax matters. It is important to me not only to offer you occasional support, but to be a long-term partner on your financial journey. Let us develop the best strategies together to achieve your individual goals.

I look forward to getting to know you personally and accompanying you on your financial journey.

Best regards,
Petra Germann
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