About
You have savings in your bank account, but it generates minimal returns? Are you dissatisfied with your financial situation or your bank? Do you want to have control over your finances yourself but don't know how?
Then you need a money mentor. Someone who explains the secret of growing your wealth in simple language. After 6 months, you will be financially autonomous! You will know the dos and don'ts, master the most important financial terms, and largely manage your wealth on your own.
Then you need a money mentor. Someone who explains the secret of growing your wealth in simple language. After 6 months, you will be financially autonomous! You will know the dos and don'ts, master the most important financial terms, and largely manage your wealth on your own.
Age |
46-65
|
---|---|
Nationality |
Swiss
|
Civil status |
Married
|
Kids |
Yes
|
Passionate about |
Technology
The planet and making a difference
|
City, Country | Glattpark (Opfikon), CH |
I can support you in the following
Advice on house purchase and mortgages
Help with retirement planning
Help with a loan / debt
General advice, e.g. review of a personal situation
Skills & Qualifications
Firm | Bolt Money Mentor |
---|---|
Function | Financial Mentor/Coach |
Place of work | Independent professional |
Experience | 20+ years |
Qualifications |
Chartered Fellow of Chartered Institute for Securities Investment (CISI)
Certified European Financial Analyst (EFFAS
Chartered Digital Asset Analyst (CDAA)
Financial Analyst and Portfolio Manager (AZEK)
|
Regulatory (FCA) Authorized: | No |