Grüezi At the age of 16, I realized that my purpose was to devote myself passionately to a topic in order to support people in the best possible way ...

Grüezi

At the age of 16, I realized that my purpose was to devote myself passionately to a topic in order to support people in the best possible way. For years, as a salesperson at Melectronics, I had the pleasure of introducing my customers to the world of electronics.

At the beginning of 2018, I decided to refocus my curiosity and began my career in the financial industry. Fascinated by the multifaceted opportunities in the financial sector, I delved into the complex world of finance.

The more experience I gained, the clearer the importance of my role as a financial planner became to me. Because let's be honest: who has the time to deal with all the complex topics?

It is more important to find a specialist in whom you see sympathy and trust - something that everyone deserves. I can be that specialist for you.

I look forward to getting to know you soon and to being able to use my knowledge to serve your interests.
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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.

Patrick Peter, 37, in a cohabiting relationship

https://tria-consulting.ch/patrick-peter

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I see my job as listening to people, getting to know them and understanding their "why?". This is the only way I can help them to realize their wishes ...

I see my job as listening to people, getting to know them and understanding their "why?". This is the only way I can help them to realize their wishes, goals and dreams, so that everyone can shape their own life the way they want.
In my environment, I am perceived as a cheerful and joyful person, with the ability to bring the right amount of understanding, depth, objectivity and humor at the right moment. Show less

Matthias Reinhard, 32, married, father of Matteo (3 years old). With the approach of understanding - advising - accompanying, I focus on people's moti ...

Matthias Reinhard, 32, married, father of Matteo (3 years old).
With the approach of understanding - advising - accompanying, I focus on people's motives with targeted questions. Only when the person is understood can a suitable concept be developed.
I have been working passionately in the financial sector for several years with the aim of offering my customers a tailor-made solution. I accompany you on this path with the necessary empathy, as well as honest and clear communication.

https://tria-consulting.ch/matthias-reinhard Show less

Hello! I'm here to show you that financial advice can be much more than just numbers and diagrams. If you've been wondering how you can manage your le ...

Hello! I'm here to show you that financial advice can be much more than just numbers and diagrams. If you've been wondering how you can manage your legal affairs, optimize your taxes and get comprehensive financial and pension planning, then you've come to the right place.

As a lawyer and federally certified financial planner, I offer you tailor-made advice that covers all of your needs. With me, you get 360° advice from a single source, so you no longer need a separate contact person for each area.

I firmly believe that a personal and trusting relationship is the key to long-term successful cooperation. That's why I attach great importance to close customer contact in order to understand your situation precisely and to be able to advise you in the best possible way.

If I have aroused your interest, do not hesitate to contact me. I look forward to meeting you personally. Show less

I am a passionate asset manager and have been looking after private clients for almost 15 years. In order to be able to act independently, I founded H ...

I am a passionate asset manager and have been looking after private clients for almost 15 years. In order to be able to act independently, I founded Hochstrasser Vermögensverwaltung AG in 2022. As the sole owner of the company, I vouch for this with my name.

I am convinced that attractively valued shares in exceptional companies are the best long-term investment. Finding these inspires me every day.

I offer you two services:

First, I provide you with comprehensive advice on your financial and asset matters. The focus is on personal discussions. Together we will lay out your financial circumstances and develop an individual plan that is tailored to your needs. This is free of charge and I am happy to take plenty of time for you.

Secondly, I manage the assets entrusted to me on a mandate basis. To do this, I follow a clear investment process: By consistently implementing timeless investment principles and independent financial analysis, I generate attractive returns for my clients in the long term.

I consider it a matter of course that an asset manager transparently discloses all costs (see appendix) and his performance record (see website).

Contact me and we will arrange a non-binding and free initial consultation.

I would be delighted to meet you personally! Show less