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

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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I am completely independent, not tied to any financial institution and have over 20 years of experience in the financial and real estate industry. I ...

I am completely independent, not tied to any financial institution and have over 20 years of experience in the financial and real estate industry.

I can support you with the following topics:
- How do I manage and invest my savings in the best possible way?
- Are there optimization options regarding bank products or fees?
- How do I finance a home, a renovation or an investment property?
- What kind of mortgage should I take out or renew?
- Which 3A pension solution is best for me?
- How do I plan my retirement financially?
- Am I with the right bank or insurance company?
- How does inflation and the interest rate environment affect my investments?

As a federally certified asset manager, I can support you with financial questions and contact with financial and insurance companies. If you wish, I can assess your overall financial situation.

I understand complex relationships and can explain them to you in an understandable way.

Matthias Rimann Show less

I would like to thank you for your interest and introduce myself briefly. I have been working for Helvetia Insurance as an insurance advisor and fina ...

I would like to thank you for your interest and introduce myself briefly.

I have been working for Helvetia Insurance as an insurance advisor and financial planner for over 7 years, which is why I am particularly interested in the topics of pension provision and wealth creation, pension planning and tax optimization.

As a financial planner with a federal professional certificate, 360-degree advice is very important to me.

I am very interested in your situation and would be happy to discuss your questions and options with you personally.

I look forward to hearing from you. Show less

In banking, I have many years of experience in developing strategic financial concepts. My job is much more than just a job - it is my passion. With a ...

In banking, I have many years of experience in developing strategic financial concepts. My job is much more than just a job - it is my passion. With a deep understanding of the individual needs of wealthy families, I help them manage their finances with confidence and develop tailor-made strategies. My personal commitment and goal-oriented approach make me a reliable partner in all financial matters. Show less

Career 2005 - 2008 Training as a merchant in the insurance industry 2008 - today Private and corporate customer advisor Training 2013 - Further train ...

Career
2005 - 2008 Training as a merchant in the insurance industry
2008 - today Private and corporate customer advisor

Training
2013 - Further training as an insurance specialist with a federal FA Show less

Philippe Mondoloni has not entered any text yet.

Maurizio Torresani has not entered any text yet.

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