My success story:
I began working with pension management and advising through my own experience.
After more than 30 years in international private banking, I knew the finance world very well. However, after leaving my management position in 2012, I realized that pension funds are a completely different and complex world.
I went in search of the perfect solution and have developed it after many years of experience. I soon realized that hardly anyone knows their way around this topic and that everyone is overstrained.
From this I have developed a business model:
If I’m already overcharged as a banker, how is everyone else? We are all directly connected to our pension funds and I would like to offer my support to my clients. But this is only possible when changing or losing your job.
- long-term practical experience
- Identify and implement solutions in an understandable way
- fluent in German, English, Spanish and French
I stood in the same place in 2014 and fought my way through the topic. It was very intense but enormously instructive. This enabled me to build up a huge wealth of experience which I would now like to pass on.
Dear Marcel, Thanks for these and thanks again. My friend is down here currently, and I will play golf with him tomorrow, but I already gave him your name as I can see he is seriously thinking about doing what I did 😉 I look forward to seeing you here when you visit 🙂
Kind regards, Craig, Spain