About
I'm a Financial Planner focused on supporting women in building pensions. I speak English, German and French.
I have gained experience in the financial sector over many years, and have always been very interested in the person behind the numbers. I would especially like to support women building their pension savings, and to help avoid or fill any gaps which emerge.
To help with this, I offer pension analyses and pension planning. This includes a 'what if?' risk check, and the planning will help you answer questions such as 'can I afford to retire early?', or 'should I draw a pension, or capital from my pension fund?'.
I have gained experience in the financial sector over many years, and have always been very interested in the person behind the numbers. I would especially like to support women building their pension savings, and to help avoid or fill any gaps which emerge.
To help with this, I offer pension analyses and pension planning. This includes a 'what if?' risk check, and the planning will help you answer questions such as 'can I afford to retire early?', or 'should I draw a pension, or capital from my pension fund?'.
| Age |
46-65
|
|---|---|
| Nationality |
German and Swiss
|
| Civil status |
Married
|
| Kids |
Yes
|
| Passionate about |
My family
The planet and making a difference
|
| City, Country | Bern, CH |
I can support you in the following
Advice on house purchase and mortgages
Tax planning
Help with retirement planning
Help with a loan / debt
General advice, e.g. review of a personal situation
Estate Planning (e.g. Inheritance, Legacy)
Skills & Qualifications
| Firm | Invethos AG |
|---|---|
| Function | Taxes and financial planning |
| Place of work | Representative of a smaller organisation e.g. boutique bank |
| Experience | 10 - 20 years |
| Qualifications |
Finanzplanerin mit eidg. FA
Lic.rer.pol.
|
| Regulatory (FCA) Authorized: | Yes |