Go Back   English Forum Switzerland > Help & tips > Finance/banking/taxation  
Thread Tools Display Modes
Old 17.09.2020, 19:09
Newbie 1st class
Join Date: Sep 2020
Location: Zürich
Posts: 14
Groaned at 10 Times in 2 Posts
Thanked 0 Times in 0 Posts
maxjonson has no particular reputation at present
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.

Thank you
Reply With Quote
Old 18.09.2020, 17:10
Forum Veteran
Join Date: Aug 2014
Location: Switzerland
Posts: 1,393
Groaned at 24 Times in 19 Posts
Thanked 1,038 Times in 614 Posts
Meerkat33 is considered knowledgeableMeerkat33 is considered knowledgeableMeerkat33 is considered knowledgeable
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.
Reply With Quote

consultant, pension, tax, wealth

Currently Active Users Viewing This Thread: 1 (0 members and 1 guests)
Thread Tools
Display Modes

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are Off
Pingbacks are Off
Refbacks are Off

Similar Threads
Thread Thread Starter Forum Replies Last Post
A Trustworthy and capable transmission service sheogorath Transportation/driving 2 23.11.2016 13:33
Is SWISS FLAT Lausanne a trustworthy company? politvrn Housing in general 1 07.07.2014 10:22
How trustworthy are the Saturday FlühMArkts? Shashki Daily life 0 30.07.2012 14:40
Recommendations for a good & trustworthy vet in Basel-Stadt needed joshua1990 Pet corner 2 25.04.2012 18:35
Good, trustworthy BMW mechanics in Lörrach (D)? zufimufi Transportation/driving 3 16.08.2011 22:47

All times are GMT +2. The time now is 23:12.

Powered by vBulletin® Version 3.8.4
Copyright ©2000 - 2021, Jelsoft Enterprises Ltd.
LinkBacks Enabled by vBSEO 3.1.0