About
With my extensive experience as a financial advisor in private banking and the insurance industry, I bring a wealth of knowledge that I can tailor to your financial goals. My expertise lies in independent financial and pension planning, aimed at ensuring that you are well-prepared for your retirement and other life milestones. Leveraging my knowledge in private banking, I can also assist you in making well-informed investment decisions that support your goals while preserving your financial security.
Thanks to my extensive network of partners, I develop solutions that are precisely tailored to your needs and can transparently show you the advantages and differences among various providers. To cater to your preferences, I offer consultations in both German and English.
I look forward to sharing my expertise with you and assisting you with any questions related to retirement, investments, and insurance.
Thanks to my extensive network of partners, I develop solutions that are precisely tailored to your needs and can transparently show you the advantages and differences among various providers. To cater to your preferences, I offer consultations in both German and English.
I look forward to sharing my expertise with you and assisting you with any questions related to retirement, investments, and insurance.
Age |
31-45
|
---|---|
Nationality |
Schweiz
|
Civil status |
Married
|
Kids |
No
|
Passionate about |
Sports and fitness
Technology
|
City, Country | Küsnacht, Zürich, CH |
I can support you in the following
Advice on house purchase and mortgages
Tax planning
Specific investment advice, e.g. build/manage an existing portfolio
Insurance
Help you make a more sustainable impact with your money (e.g. impact investing, philanthropy)
Help with retirement planning
General advice, e.g. review of a personal situation
Skills & Qualifications
Firm | Assetvision GmbH |
---|---|
Function | Business owner and manager |
Place of work | Independent professional |
Experience | 10 - 20 years |
Qualifications |
MBA
|
Regulatory (FCA) Authorized: | Yes |
Reference Number | 37007 |