I support people in leading a self-determined life.I enjoy close interaction & personal contact with people, always strive to find tailor-made & comprehensive solutions, and approach challenges in a proactive and focus-driven way.You benefit from comprehensive financial advice in a variety of areas: Mortgages, investments, insurances.- Would you rather live in your own home than pay (overpriced) rent or optimise your mortgage?- Do you have the (unpleasant) feeling that you will not be able to maintain your standard of living in retirement or would you prefer to start saving for your pension in good time?- Have you made (sufficient) savings for your old age or would you like to know exactly what your pension plan (gap) looks like?- Are you planning your (early) retirement slowly but surely (preferably between 50 and 55)?- Would you like to save taxes (immediately)?Don't hesitate to also benefit from the "Best Select" approach and make an appointment for an independent consultation or initial analysis. You will be relieved and certainly delighted.
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TeamleiterSwiss Life Select Aug 2023 - PresentOlten, Solothurn, Schweiz
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Financial Advisor Swiss Life SelectSwiss Life Select Sep 2021 - PresentBasel, SwitzerlandThere are more exciting things to do than take care of your finances. Don't leave your finances to chance and secure yourself financially so that there is enough money left over for the important things in life. This way you will not experience any unpleasant surprises.Individual questions require individual answers. That's why your wishes and goals are the focus of our advice and are included in our holistic analysis. Together we develop your optimal financial plan and support… Show more There are more exciting things to do than take care of your finances. Don't leave your finances to chance and secure yourself financially so that there is enough money left over for the important things in life. This way you will not experience any unpleasant surprises.Individual questions require individual answers. That's why your wishes and goals are the focus of our advice and are included in our holistic analysis. Together we develop your optimal financial plan and support you in fulfilling your wishes and goals. Show less
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David C. Hofmeier Education Details
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Dipl. Finanzberater Iaf -
Management & Economics
Frequently Asked Questions about David C. Hofmeier
What company does David C. Hofmeier work for?
David C. Hofmeier works for Swiss Life Select
What is David C. Hofmeier's role at the current company?
David C. Hofmeier's current role is Teamleiter.
What schools did David C. Hofmeier attend?
David C. Hofmeier attended Iffp - Institut Für Finanzplanung, Universität Zürich | University Of Zurich.
Who are David C. Hofmeier's colleagues?
David C. Hofmeier's colleagues are Regula Stettler, Florian Ibraimi, Daniel Indiesteln, Walter R. Lentschik, Joan Bron, Sebastian Gdynia, Tom Meyer.
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