With more than 12 years of experience as a pension and insurance expert at a large insurance company, I have developed a deep understanding of the nee ...
With more than 12 years of experience as a pension and insurance expert at a large insurance company, I have developed a deep understanding of the needs of my customers. During this time, I have acquired in-depth knowledge of financial planning and risk protection, which I now use in my daily work.
For two years, I have also been working as a mortgage expert and support my clients with tailor-made solutions for their real estate financing. My combination of many years of experience in insurance and pension advice and expertise in the field of mortgages enables me to offer comprehensive financial solutions tailored to the individual situation.
I attach great importance to a trusting and transparent collaboration in which the long-term security and satisfaction of my clients are always the focus.
My goal is to offer you the best solutions for your financial future and to accompany you competently every step of the way. Show less
I focus on added value.
I have been living independence for over 8 years. What does independence mean?
With me, every customer experiences independe ...
I focus on added value.
I have been living independence for over 8 years. What does independence mean?
With me, every customer experiences independent advice. With over 60 partners, I am always available to my customers. Together we will find the best way to achieve financial freedom.
My areas of expertise are the optimization of securities investments (be it through one-off payments or monthly fund savings plans) as well as customized advice on real estate financing. I develop holistic concepts for you for wealth creation and asset diversification. Think of me as your long-term companion who will support you independently like a coach through all phases of life.
It's not just about acquiring property, but also about maintaining it over the years - especially in old age and in the event of a death in the family (protecting partners and children).
Your hard-earned money should work just as hard for you, even while you sleep. Let's revise or redesign your budget together to find out how you can build your wealth efficiently. I look forward to discussing your financial goals with you and guiding you on your path to financial success.
Remember, the biggest mistake in investing is not investing. Show less
Dipl. Betriebswirtschafter HF mit Vertiefung Bankwirtschaft
Zertifizierter Individualkundenberater SAQ
For almost ten years I dedicated myself to my customers at a large bank. My daily motivation was and is to provide my customers with the best possible ...
For almost ten years I dedicated myself to my customers at a large bank. My daily motivation was and is to provide my customers with the best possible support in all possible matters. That is why I decided to found Easy Solution GmbH with my business partner, Liridon Krasniqi. Are you looking for someone who can take care of your concerns completely independently? Then let me accompany you. Show less
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.
In my private life, I have also had some experience with financial and insurance consultants. I often have a strange feeling: have I done something wr ...
In my private life, I have also had some experience with financial and insurance consultants. I often have a strange feeling: have I done something wrong? Is it really worth it? Have I made the right decision?
Do you know that feeling? As a financial advisor, it is therefore particularly important to me that you, the customer, are always the focus and that your individual situation is the focus. Of course, that can only be done if you pay me for it. In return, you can be sure that I am solely committed to you.
I am also convinced that good financial advice should be accessible to everyone. So if you have a small budget but still want competent advice, contact me to find out more about my dynamic pricing model. It enables cost-effective advice in every income and asset situation. Show less
From October 2016 to the end of 2018, I worked primarily in the area of support and advice for private customers.
Since 2019, I have specialized prima ...
From October 2016 to the end of 2018, I worked primarily in the area of support and advice for private customers.
Since 2019, I have specialized primarily in the area of corporate customers, especially in occupational pensions, and today I have the main responsibility in this area at our agency.
In the private customer area, I advise my customers primarily in connection with pension and financial planning as well as financing and investments. Show less
As an experienced financial planner with over 20 years of professional experience, I offer comprehensive advice on tax matters and real estate financi ...
As an experienced financial planner with over 20 years of professional experience, I offer comprehensive advice on tax matters and real estate financing. Working at Valency Finance since 2017, I develop customized financial strategies that are tailored to your individual needs.
We offer customized solutions in the greater Bern area to ensure your financial success:
- Personal and individual financial planning
- Specialized in tax advice and real estate management
- Reliable support throughout all financial processes
About me:
Multilingual (German, Italian, French), family man and lover of a variety of hobbies. My goal is to maintain a balance between work and private life.
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
Welcome to Rüefli Partner AG, your expert for financial, pension and asset management in the canton of Solothurn and the whole of Switzerland. With y ...
Welcome to Rüefli Partner AG, your expert for financial, pension and asset management in the canton of Solothurn and the whole of Switzerland. With years of experience and in-depth knowledge in the field of private asset planning, I offer comprehensive solutions for every aspect of your financial needs. Whether it's about optimizing investments, asset planning or developing a sustainable financial strategy, I'm here to support you.
My focus is on personalizing advisory services to ensure that every client receives a tailor-made solution that is precisely tailored to their individual goals and needs. With a combination of expertise, commitment and a deep understanding of the financial market, I ensure that you achieve your financial goals.
Build on my extensive experience and specialized knowledge to optimize your financial portfolio. With me on your site, you can be sure that your financial future is in the best hands. Show less
Fee-based consulting