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 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

I am Eva-Maria Süess, 39 years old, married, mother of a 6-year-old daughter and have lived in Steckborn for 20 years. Over the past 18 years I have ...

I am Eva-Maria Süess, 39 years old, married, mother of a 6-year-old daughter and have lived in Steckborn for 20 years. Over the past 18 years I have been able to successfully work in various management positions and on advisory topics such as mortgages, securities investments and financial planning for two Thurgau Raiffeisen banks. At the same time, I have campaigned for the interests of our employees as a delegate of the Raiffeisen pension fund.

www.vorsorge-impuls.ch 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

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

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

Over the course of life, every person undergoes changes, whether in personal relationships or in the professional environment. Suddenly new needs aris ...

Over the course of life, every person undergoes changes, whether in personal relationships or in the professional environment. Suddenly new needs arise and you enter a new phase of life. For me, the focus of my advice is the individual personality of each individual. Only when we meet on an equal footing and I understand your wishes and goals can I offer you optimal advice.

I offer comprehensive analysis and advice, whereby you as a customer benefit from lifelong support in all insurance, financial and tax matters. It is important to me not only to offer you occasional support, but to be a long-term partner on your financial journey. Let us develop the best strategies together to achieve your individual goals.

I look forward to getting to know you personally and accompanying you on your financial journey.

Best regards,
Petra Germann
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Finances don't always have to be complicated. My motto is to integrate the needs and wishes of my customers into the planning and present them accordi ...

Finances don't always have to be complicated. My motto is to integrate the needs and wishes of my customers into the planning and present them accordingly, on an equal footing and in a simple manner. I answer the various questions without using a lot of foreign words and gibberish. Since I work on a fee basis, I can offer neutral planning and try to generate the greatest possible added value for you. I am your first point of contact for financial or pension planning.

Through my ongoing training and as an audit expert at VBV, I always try to stay up to date in order to offer the best possible quality. Show less

Ueli Gerber has been involved in financial planning for many years. In 2000, he turned his hobby into a career. Before founding his company FIT Financ ...

Ueli Gerber has been involved in financial planning for many years. In 2000, he turned his hobby into a career. Before founding his company FIT Finance GmbH in 2005, he worked for a financial services provider for five years.

He is the father of two sons with whom he enjoys spending his free time.

In addition to his job and family, he has been running for 40 years. He has already run several marathons and a highlight was taking part in the Two Ocean Ultramarathon in Cape Town in 2017.

In addition to running, he loves to travel. He loves to travel in his camper van. He has also been involved in diving for many years. In addition to sport, he also enjoys a fine wine and dine now and then. Show less

In banking, I have many years of experience in developing strategic financial concepts. My job is much more than just a job - it is my passion. With a ...

In banking, I have many years of experience in developing strategic financial concepts. My job is much more than just a job - it is my passion. With a deep understanding of the individual needs of wealthy families, I help them manage their finances with confidence and develop tailor-made strategies. My personal commitment and goal-oriented approach make me a reliable partner in all financial matters. Show less