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

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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Are you thinking about your retirement? And can't see the forest for the trees? We would be happy to tackle your financial planning together, taking ...

Are you thinking about your retirement? And can't see the forest for the trees?

We would be happy to tackle your financial planning together, taking into account all pillars (AHV, PK/BVG/FZK and 3a/3b), mortgages, investments, taxes as well as current and future expenses.

This provides the necessary basis for decision-making! And we also talk about other important topics such as advance directives and wills.

See you soon... take the first step today: a call or email is enough. Show less

My qualification as a certified financial advisor IAF was the starting signal for the founding of ch Finanzberatung GmbH.​ In the summer of 2023, I ...

My qualification as a certified financial advisor IAF was the starting signal for the founding of ch Finanzberatung GmbH.​

In the summer of 2023, I also successfully completed the examinations to become a financial planner with a federal professional certificate.

With my name, I stand by being able to offer my customers all services tailored to their personal needs in every life situation - completely individual and independent.

Contact me for a non-binding initial consultation. 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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I help people to achieve their heart's desires and financial dreams by providing them with financial security and at the same time showing them how to ...

I help people to achieve their heart's desires and financial dreams by providing them with financial security and at the same time showing them how to build wealth efficiently.

Together we lay the foundation so that you can fulfill your dream of owning your own home. I also check your insurance situation so that you are protected if something really happens.

To ensure that you have added value in the areas of investment optimization, pension provision and property purchase, I will prepare a pension analysis, an investment plan or a financing proposal for you.

Working with me gives you the advantage that I can support you with banking and insurance issues. You can count on over 7 years of experience in the financial sector and for all the topics you have read about, I can provide you with personal proof that it works.

I can also support you with the following topics:

- Tax optimization
- Pension planning (decision on pension or capital)
- Health insurance optimization for you and your family

Contact me
Mobile +41 79 598 36 35
[email protected] Show less

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