I am Philippe Muntwyler, founder of Caveo AG, a qualified financial planner with a federal FA and a Master's in Insurance Management. Imagine that I a ...
I am Philippe Muntwyler, founder of Caveo AG, a qualified financial planner with a federal FA and a Master's in Insurance Management. Imagine that I am your personal financial navigator who guides you through the world of numbers and diagrams with a wink.
My mission? To increase your financial well-being with a pinch of humor. I believe that financial planning should not only be serious and well-founded, but also understandable and accessible. With over fifteen years of experience and an arsenal of expertise, I am ready to offer you tailor-made solutions - without the usual financial jargon.
I see my clients as partners in an exciting adventure. Together we explore the landscape of your finances and find ways to achieve your goals without it feeling like an endless tax return.
Let's approach your financial planning with a smile - I look forward to seeing you. Show less
With my extensive knowledge of insurance, pensions, wealth creation and mortgages, I am here to help you achieve your financial goals. I have high sta ...
With my extensive knowledge of insurance, pensions, wealth creation and mortgages, I am here to help you achieve your financial goals. I have high standards because I have learned from the best and bring over 27 years of experience to help people like you maximize their financial security and plan for a worry-free future.
Many of us believe we have our financial planning under control, but important aspects are often overlooked. Planning early and considering all the details, from taxes and investments to inflation, is crucial to ensuring freedom and security in old age.
Comprehensive pension planning and retirement planning requires a detailed look at your individual situation. It's not just about when you want to retire, but also how you want to build and invest your wealth to achieve your goals. Different types of investments such as stocks, bonds or real estate play an important role.
As your personal financial planner, I am here to guide you through this complex process. Together we will develop a strategy tailored to your needs and help you make the right decisions for your financial future.
Start planning your future today so you can enjoy the fruits of your labor later. Let's work together to make sure your financial future is as bright as you want it to be. Show less
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
Hello!
My name is Leon Berlich, and I am a passionate mortgage broker.
My goal is not just to find financing for my clients, but to pave the way for ...
Hello!
My name is Leon Berlich, and I am a passionate mortgage broker.
My goal is not just to find financing for my clients, but to pave the way for them to own their own home with customized solutions.
I bring a breath of fresh air to the world of real estate financing and provide you with modern, personalized advice.
Transparency, trust, and a long-term perspective are essential to me – because your financial future is important to me.
Whether it's your first property purchase, a clever follow-up financing arrangement, or a long-term strategy for your real estate portfolio – I will accompany you on your journey with full motivation and find the optimal solution for your situation.
We are passionate financial planners and see our profession as a craft. We are therefore convinced that financial and pension planning does not have t ...
We are passionate financial planners and see our profession as a craft. We are therefore convinced that financial and pension planning does not have to be boring, complicated and old-school. Show less
Are you looking for a trustworthy financial advisor without a banker demeanor who will help you achieve your financial goals?
Then you have come to t ...
Are you looking for a trustworthy financial advisor without a banker demeanor who will help you achieve your financial goals?
Then you have come to the right place! As a qualified IAF financial advisor on a fee basis, I can help you:
- develop a well-thought-out asset architecture
- optimize your finances
- make long-term provisions
It doesn't matter whether you start with smaller amounts and want to invest yourself or whether you have a large fortune and are looking for the right asset management. Thanks to my cooperation with ZWEI Wealth, I can offer you everything from a single source: from planning to tendering to selecting and monitoring asset management.
Much of the financial world was too opaque and complicated for me. There has to be a different, better and simpler way, I thought. So four years ago I started the Swiss financial blog Finanzdepot and trained to become a financial advisor.
Contact me today for a free and non-binding initial consultation. Show less
My passion for over 5 years has been daily contact with my customers. My motivation is to provide you with the best possible experience with LLB as a ...
My passion for over 5 years has been daily contact with my customers. My motivation is to provide you with the best possible experience with LLB as a strong partner. So that you can get to know me better, I have put together a few personal facts for you.
In short:
Engaged, born on October 26, 1993 and living in Zurich-Wipkingen
At LLB AG:
In private banking at LLB (Switzerland) AG in Zurich since 2024
What makes me laugh?
Moments of happiness, such as long evenings spent with family or friends having lots of conversations.
What excites me about my work?
Being able to accompany customers and their families in all phases of life and developing and implementing tailor-made asset solutions. Show less
With over 12 years of experience in the financial sector, I offer my customers in-depth knowledge in the areas of investments, pensions and retirement ...
With over 12 years of experience in the financial sector, I offer my customers in-depth knowledge in the areas of investments, pensions and retirement planning as well as health and property insurance. I guarantee neutral, thorough all-round financial planning. It is not always easy to keep track of things in the financial jungle. Often you have different advisors in one household: for health and property insurance, pensions, taxes and banks. Especially when life circumstances suddenly change, it is a great advantage to have one contact person for all situations.
Financial planning for private households and companies including pension planning, risk analysis, mortgage negotiations, price-performance assessment of insurance in general. Show less
Financial advice Rubino is different: I am not a typical run-of-the-mill financial advisor who sells products. As an independent financial educator, I ...
Financial advice Rubino is different: I am not a typical run-of-the-mill financial advisor who sells products. As an independent financial educator, I help people achieve their financial goals twice as fast - without commissions and without conflicts of interest.
The problem:
Most people struggle with opaque finances, a lack of financial knowledge and poor advice (mostly unconsciously). This is how you lose time and money through wrong decisions and a lack of strategy.
The solution:
Instead of just treating symptoms, I tackle the root of the problem:
• Building real financial knowledge and awareness
• Developing a customized financial strategy that suits you
• Continuous support during implementation
The result:
• Achieving goals twice as quickly
• Maximum financial security
• Better quality of life through less financial stress
• 100% transparency and independence
The difference:
• No commissions - only honest advice on a fee basis
• Focus on education instead of selling products
• Holistic approach: combining wealth and well-being
• Proven results instead of empty promises for over 20 years in over 5,000 financial consultations Show less
I have been making my experience in the field of investments available to private clients for over 30 years. As an investment specialist, I look after ...
I have been making my experience in the field of investments available to private clients for over 30 years. As an investment specialist, I look after your asset management mandate with passion or support you reliably, solution-oriented and straightforwardly with a portfolio analysis. Our costs are transparent and in line with the market.
Use our experience for your investments and benefit from a structured portfolio that is a pleasure both in uncertain times and in flourishing phases.
Contact me and we will arrange a free initial consultation. Show less
Fee-based consulting