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Old 21.08.2020, 01:21
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Re: Swiss Life financial planning service ?

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I would actually rather pay a financial adviser a flat fee for their help rather than all these virtual consultants who keep cold calling and telling me everything they do is free. They obviously get paid by the companies that sell products, which makes me completely cynical and questioning of everything they say.

If this is not Swiss Life, does anyone know of an alternative that can give unbiased advice?
I wanted this, too, with properties abroad, property investments here, plus all the money we have here, plus a crosscheck every year on where we stand. Somehow they all end up just wanting to sell me a product and not doing the analysis I wanted to have.
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