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Old 17.09.2020, 19:09
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Schweizer Vermögensberatung (svag.ch) trustworthy?

Anyone here that have experience with Schweizer Vermögensberatung (svag.ch)? I'm considering letting them manage my pension, 3a, tax, investments. I'm able to invest in S&P500 and other lowcost index funds myself so not completely financially illiterate. But tax, 3a, house-loans and pension details i don't know how to optimize.

Anyone here that can recommend this or another company or any warning against it?

They have a small division in Switzerland but been for a long time in Germany with (dvag.de)

My first impression is the find the best partners for you, get a small comission from insurance-, bank-, pension- companies, but not biast to sell their own products only like other big banks would do. Can anyone confirm this? I got the impression it's a win, win, but not aware of the many ways they can take advantage. So maybe a industry expert would have some unbiast advise. Thanks.

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Old 18.09.2020, 17:10
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Re: Schweizer Vermögensberatung (svag.ch) trustworthy?

Personally I would prefer a pure tax advisor/fiduciary (treuhand I think it's called) and not someone who is also an insurance broker, I don't know if I would be able to trust them.
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