About me
long-term practical experience
Why should customers trust me?
I am your financial expert
My success story
I discovered my path to pension fund advisory through personal experience.
Despite over 40 years in banking as a seasoned Private Banker and financial expert, an unexpected career transition in 2012 revealed a crucial insight: the world of pension funds operates with unique complexities that even experienced financial professionals must carefully navigate.
This realization led me to develop specialized expertise in pension fund optimization. I recognized a clear market need: if I, as an experienced banker, found the pension system challenging to navigate, many others would likely face similar difficulties. Every employee in Switzerland maintains a connection to the pension fund system, yet opportunities for optimization typically arise only during specific transitions such as changing employers or employment termination.
From this insight, I developed my business model: providing expert guidance through these critical financial transitions, helping clients optimize their pension arrangements when such opportunities arise. My approach combines deep financial expertise with practical experience, ensuring clients receive thorough, professional support during these important financial decisions.
Would you like to learn more about optimizing your pension arrangements during career transitions?
My Strengths
My motivation
While this work provides my livelihood, my true satisfaction comes from delivering exceptional value to my clients by expertly guiding them through the complexities of the pension system 🌴🌴🐊🌴🌴
Having navigated these same challenges personally in 2014, I invested significant time and effort to master this specialized field. This intensive learning experience has given me extensive expertise that I now leverage to benefit my clients. My deep understanding of pension fund optimization allows me to identify opportunities that can create substantial financial advantages for those I serve.
