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

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

Each of us has a window of opportunity in life to do the right thing at the right time… Our job is to show customers these opportunities.

Each of us has a window of opportunity in life to do the right thing at the right time…

Our job is to show customers these opportunities.

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

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

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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 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