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

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

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

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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