Expert for private and occupational pensions I Mortgages and home financing I Expert for financial and pension planning I Tax advice I Property and as ...

Expert for private and occupational pensions I Mortgages and home financing I Expert for financial and pension planning I Tax advice I Property and asset insurance I Financial investments I Health insurance and healthcare I Solutions for start-ups

https://www.linkedin.com/in/roger-cadonau-643362127/ Show less

Welcome to my profile! My name is Nikeas Skarlakidis, and I bring a breath of fresh air to the world of financial advice. With roots in Greece and a ...

Welcome to my profile! My name is Nikeas Skarlakidis, and I bring a breath of fresh air to the world of financial advice.

With roots in Greece and a solid education at Zurich Insurance as well as further qualifications in the financial sector, I have been at your side at PVVS Finanzkompetenz AG since 2018.

My approach is based on three core principles: competence, consistency and excellent customer service. I advise you neutrally and free of any conflicts of interest in order to find the optimal solution together with you. Innovative and exciting opportunities await you, especially in the investment area.

Discover your advantages with us:
- Objective pension and financial planning for your security
- Unique investment solutions also with a success-based model, you only pay if the return is positive!
- Proven investment strategies for every type of investor
- Savings opportunities on insurance premiums of up to 20%
- Access to the best 3a solutions from banks and insurance companies
- A non-binding short analysis of your pension provision to show optimization potential
- Effective tax optimization to save 15-25%
- Attractive conditions for mortgage interest rates

Let's achieve your financial goals together and make your future secure. I look forward to getting to know you and working with you. 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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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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In my professional career, as a bank advisor, I was able to support and advise customers in various customer segments on a variety of issues. Be it in ...

In my professional career, as a bank advisor, I was able to support and advise customers in various customer segments on a variety of issues. Be it in the area of payments and savings, investments/mortgages or the topic of pension provision.
I have been working as a pension expert for almost 5 years. Show less

I have been working in the insurance and finance industry for over 15 years. I also specialize in pension and finance planning for private individua ...

I have been working in the insurance and finance industry for over 15 years.

I also specialize in pension and finance planning for private individuals and companies.

I would be happy to advise you on all pension and finance matters and we can work together to create a plan that can be implemented.

I would be delighted to hear from you.

Marco Rudin Show less

13 years ago I discovered the joy of helping people to expand their financial knowledge. This helps them to make the best decision for their own needs ...

13 years ago I discovered the joy of helping people to expand their financial knowledge. This helps them to make the best decision for their own needs. I get my daily motivation from the satisfaction of my customers, who recommend me to friends and family. Due to the closeness that arises with my customers, it is often natural to enter into a long-term partnership, which results in 360° advice in all phases of life. Practical, objectively targeted and economically sustainable solutions are my credo. Show less