Einblick in die Unabhängige Finanzplanung mit Manuel Aeberli

from Der Resolve Podcast - Der Schweizer Immobilien- und Hypothekenmarkt im Überblick · host Romain Dequesne

In dieser Folge des Resolve-Podcasts spricht Manuel Gervilla, Agenturleiter Resolve Ostschweiz, mit Manuel Aeberli, einem unabhängigen Finanzplaner. Manuel Aeberli teilt seine Erfahrungen aus seiner langjährigen Bankkarriere und die Gründe für seinen Wechsel in die Selbstständigkeit. Sie diskutieren über die Herausforderungen und Vorteile der unabhängigen Finanzberatung, insbesondere beim Thema Pensionierung und Vorsorgeplanung. Außerdem erklären sie die Bedeutung von Transparenz und Nachvollziehbarkeit in der Beratung sowie den zunehmenden Trend zur Nutzung digitaler Plattformen und Videoberatungen. Manuel Aeberli, Unabhängiger Finanzplaner, Aeberli Finanzplanung & Coaching https://www.linkedin.com/in/aeberlimanuel/?originalSubdomain=ch https://manuelaeberli.com Manuel Gervilla, Agenturleiter Resolve Ostschweiz https://www.linkedin.com/in/manuelgervilla https://resolve.ch/de/resolve-st-gallen Disclaimer: Dieser Podcast wird von Resolve SA produziert und dient ausschließlich Informationszwecken. Die Inhalte stellen keine Finanz-, Anlage- oder Rechtsberatung dar und ersetzen keine individuelle Beratung durch Fachpersonen.

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This episode was published on December 15, 2025.

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