- Many years of experience in the areas of insurance and financial services
- Further training as a financial planner with a federal professional cert ...
- Many years of experience in the areas of insurance and financial services
- Further training as a financial planner with a federal professional certificate
- Analytical thinking, competent, efficient, structured, resilient, solution-oriented, loyal, discreet Show less
Our coaching helps you
• To gain clarity about your finances (360° review)
• To create a step-by-step plan for your financial future
• To appro ...
Our coaching helps you
• To gain clarity about your finances (360° review)
• To create a step-by-step plan for your financial future
• To approach your financial future with confidence and self-assurance Show less
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
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.
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. 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
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
