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

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

I am completely independent, not tied to any financial institution and have over 20 years of experience in the financial and real estate industry. I ...

I am completely independent, not tied to any financial institution and have over 20 years of experience in the financial and real estate industry.

I can support you with the following topics:
- How do I manage and invest my savings in the best possible way?
- Are there optimization options regarding bank products or fees?
- How do I finance a home, a renovation or an investment property?
- What kind of mortgage should I take out or renew?
- Which 3A pension solution is best for me?
- How do I plan my retirement financially?
- Am I with the right bank or insurance company?
- How does inflation and the interest rate environment affect my investments?

As a federally certified asset manager, I can support you with financial questions and contact with financial and insurance companies. If you wish, I can assess your overall financial situation.

I understand complex relationships and can explain them to you in an understandable way.

Matthias Rimann Show less

Career 2005 - 2008 Training as a merchant in the insurance industry 2008 - today Private and corporate customer advisor Training 2013 - Further train ...

Career
2005 - 2008 Training as a merchant in the insurance industry
2008 - today Private and corporate customer advisor

Training
2013 - Further training as an insurance specialist with a federal FA Show less

Expert for private and occupational pensions I Mortgages and home financing I Expert for financial and pension planning I Tax advice I Property and as ...

Expert for private and occupational pensions I Mortgages and home financing I Expert for financial and pension planning I Tax advice I Property and asset insurance I Financial investments I Health insurance and healthcare I Solutions for start-ups

https://www.linkedin.com/in/roger-cadonau-643362127/ Show less

For some, dealing with insurance, pensions and finances is a necessary evil. For me, it has been the focus of my career for over 20 years and I would ...

For some, dealing with insurance, pensions and finances is a necessary evil. For me, it has been the focus of my career for over 20 years and I would not want to miss it. I simply enjoy dealing with so many different people and I love advising, helping and supporting.

Although it still seems to be a simple concept, there are many perspectives related to insurance, pensions and finances. The same stumbling blocks are always evident. These often arise from carelessness when taking out insurance and/or pension products, from choosing financial investments that do not meet needs or from not addressing (or pushing aside) important issues (such as advance directives, custody and living wills or estate planning).

Financial freedom or "financial freedom". Two of the main categories include the accumulation of assets and the reduction of expenses. Cash flow planning, retirement planning, investment planning, income tax planning and insurance planning are the corresponding elements of financial independence.

Honesty, openness and transparency are very important to me in my daily business. This is the only way to build a relationship of trust so that you feel comfortable with my advice - for life.

My private life is also filled with lovely people from my family and circle of friends. I am the father of four children aged 15 to 22. In my free time I like to be in nature, preferably in the mountains or by the water. I also like to play football.

I would be delighted to get to know you personally. Find out how I work and what I can do for you. Thanks to my large network and many contacts, I work throughout German-speaking Switzerland. 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