Services
My name is David Goseni I live in Switzerland and I grew up in Rimini, Italy.
Profession: Financial advisor.
Explore our practice areas that suit your needs. We have hundreds of successfully assured partners, clients and friends in Switzerland.
Safety for YOUR FINANCIAL future
“If you add little by little, but you do it frequently, soon the little will become a lot.”
- Long-time experience in the financial sector
- Tailor-made solutions adapted to your needs
- Indipendence and professionalism at your service
What does a financial advisor do?
A financial advisor has extensive experience, particularly in standard investment, credit, pension and insurance instruments. He or she draws up an individual financial plan for those seeking advice based on a current life event such as marriage, divorce, early retirement and real estate financing.
And why is it important to have one?
It is not possible to talk about financial advisors without talking about money.
What is money for you?
Money, in my view, has several facets.
Let me give you an example: If you spend money on holidays, you can no longer spend the same money on Pillar 3a. That means you pay more taxes. With the amount of tax you would have saved, you could pay your train pass annually, instead of monthly, and you would save three months again – and with this money you could go on holiday again…
Do you see what the consequences of each expense are?
Most of the time we are stuck and unaware of the consequences of our money management. My aim is to help you make the right decisions from the start.
Banks and insurance companies often hide behind complex technical terms, and as a result, as a customer or insured person, you rarely have the opportunity to fully understand what your adviser is telling you.
The financial world is actually not so boring and complicated. You just need someone who speaks your language and accompanies you on the path to financial optimisation… and of course, who allows you to save money!