03 — Services
Wealth
Good investing is not a bet but a craft: clear goals, sensible diversification, low costs and patience. I support you in the long term – clearly and without jargon.
Services
What I do for you
Investment products compared
Offers and costs from different providers laid out transparently – you decide.
Fund savings plans
Invest regularly and cost-effectively.
Wealth overview
Accounts, portfolios and pensions in one view.
Estate & gifting
Pass wealth on to the next generation in an orderly way.
- Book a meeting
Your topic is not listed?
Every situation is different. Tell me what it is about in a first meeting – free and without obligation.
Life clock
When it matters
Different questions come to the fore in different phases of life.
To the life clock- 0–17Childhood & youthEducation savings
- 26–35Building upBuilding wealth
- 36–50EstablishedComparing investment products
- 51–64Preparing for retirementTax optimisation
- 65+RetirementWithdrawal plan, Estate & inheritance
FAQ
Frequently asked questions
From what amount is a meeting worthwhile?
There is no minimum amount. A monthly savings plan is also a good start.
Do you manage my money yourself?
No. Your assets remain with a Swiss bank or custodian in your name. I compare offers, arrange the products you choose and support you.
First meeting
Let's take time for your finances.
The first meeting is free and without obligation – at your home, at your business or via video.
Other services