Private customers
financial planning | life planning
Something unexpectated and unforeseeable can always happen. To protect yourself and your loved ones from financial conesequences, it is important to ensure the appropriate security with a customized concept.
PRIVATE CUSTOMERS
It is all about you – your wishes & goals
Within the scope of our services we cover the following areas.
PHILIPP STÄUBLI
Head of Private Clients
Financial Planner (Fed. Dip. of Higher Education)
HEALTH CARE
Health is the most valuable good
HOUSEHOLD, LIABILITY AND ASSET-PROTECTION
Protect what is important to you
PENSION PLANNING
From the security of your family to a carefree retirement
MORTGAGE ADVICE
Realising your dream home or solid investment? There is a wide range of options
INVESTMENT SOLUTIONS
Which savings or investment strategy suits you and your wishes & goals?
personal requests
Have you thought about how to achieve personal desires and goals faster?
The start of a cooperation can have a variety of causes – but usually it is a well intended recommendation of an existing and valued customer or company. The topics to be discussed and the issues to be dealt with are very individual and always based on trust. Accordingly, it is not possible to reach for a template, but flexible handling and a tailor-made solution are needed. Because of this understanding of our responsibility, the most effective approach is when the first contact takes place via a recommendation and the corresponding leap of faith, because this is what we need from the beginning – mutually.
We all live one life – each has its own script.
Our individual freedom of choice allows us to freely shape our lives with the tools at our disposal.
Finanzplanung
NVC FINANZPLAN
The Financial Plan is the core of our services.
ANALYSIS
Have you ever asked yourself how you can achieve your Wishes & Goals quickly and effectively? The profound analysis of your overall situation is the first and most important step in our process – because it’s all about you!
CONCEPT
Your wishes and goals are the basis of our concept development. Your desire and need meets our Experience and Expertise. Together we develop your NVC financial plan.
CONSULTATION
The result of the profound analysis of the overall situation and the concept creation is the consultation – your NVC Financial Plan.
SERVICE
Consulting also means support. An Annual Review of your NVC Financial Plan completes our service.
Tailor-Made concept
Thanks to our established analysis we create the base for your personal financial concept
Contemporary financial planning is based on the synthesis of tax consulting, financial calculations and a deeper understanding of the banking, insurance and real estate business sectors. As an independent company, we rely on a close-knitted network of trustworthy partners – only the best is good enough for our valuable clients.
our experience
As an expert we offer you the customized solution
Thanks to our established analysis, combined with our expertise and long term market experience, we can guide you effectively, efficiently and sustainable. The most important ingredients for a successful journey are objectivity, trust and vision – true to our philosophy:
Financial Planning | Life Planning
