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Stephanie

Adviser
Stephanie - SmartPurse Expert

About

I'm a Financial Planner focused on supporting women in building pensions, based in Switzerland. 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?'.
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
Contact me