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Looking for a financial advisor in Lausanne
Oct 17, 2011 @ 15:13

I am seeking some advice on Health/Car Insurance. Without much communication or signing of agreements, I was given a "mandatory" insurace policy a few weeks after I came to Lausanne and I wanted to know if I can switch to another agency which provides a better coverage and doesn't cost as much.


In addition to this, I would also like to get a professional opinion on Tax forms - filing, returns and savings.  


I would appreciate very much if someone could recommend a financial/insurance consultant for the same. 


 

The text you are quoting:

I am seeking some advice on Health/Car Insurance. Without much communication or signing of agreements, I was given a "mandatory" insurace policy a few weeks after I came to Lausanne and I wanted to know if I can switch to another agency which provides a better coverage and doesn't cost as much.


In addition to this, I would also like to get a professional opinion on Tax forms - filing, returns and savings.  


I would appreciate very much if someone could recommend a financial/insurance consultant for the same. 


 


Aditya KumarOct 17, 2011 @ 15:13
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Re: Looking for a financial advisor in Lausanne
Post 1
Oct 17, 2011 @ 15:31

I can recommend the services of my financial and insurance adviser. He gives advice on all aspects of someone’s financial situation except tax return. He is friendly, competent and  speaks very good English . He has helped me in many ways. For instance, he explained to me the different types of insurance that exists and which are important to have. He showed me the investment options and how the pension system works and how I could contribute more to it. He showed me how I could pay less taxes with a B permit and managed to find me savings and optimal cover on my health insurance. Importantly, he gives neutral and independent advice as he is not tied up to any specific companies. His services are also free of charge as he is remunerated by partners. It is well worth seeing him.


His name is David Leiser,[email protected] 079 549 60 22.


The text you are quoting:

I can recommend the services of my financial and insurance adviser. He gives advice on all aspects of someone’s financial situation except tax return. He is friendly, competent and  speaks very good English . He has helped me in many ways. For instance, he explained to me the different types of insurance that exists and which are important to have. He showed me the investment options and how the pension system works and how I could contribute more to it. He showed me how I could pay less taxes with a B permit and managed to find me savings and optimal cover on my health insurance. Importantly, he gives neutral and independent advice as he is not tied up to any specific companies. His services are also free of charge as he is remunerated by partners. It is well worth seeing him.


His name is David Leiser,[email protected] 079 549 60 22.



nishad c, Oct 17, 2011 @ 15:31
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Re: Looking for a financial advisor in Lausanne
Post 2
Oct 17, 2011 @ 16:02

Thanks Nishad. I will get in touch with David Leiser. 

The text you are quoting:

Thanks Nishad. I will get in touch with David Leiser. 


Aditya Kumar, Oct 17, 2011 @ 16:02
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