Lucas Portmann

Expertise

• Finanzplaner mit eidg. Fachausweis
• Über 10 Jahre Erfahrung im Bereich Vorsorge
• Master of Advanced Studies BA ZHAW

Competences

• Plan retirement

  Maintain your accustomed standard of living after retirement thanks to good planning.

• Acquire residential property & mortgages

  Make your dream of owning your own home a reality through good planning.

• Receive pension & financial analysis

  Have your pension and asset situation analysed and secure yourself and your financial self-determination.

• Plan occupational provisions for companies

  Benefit from attractive solutions in the areas of BVG/LPP, risk reinsurance and employee health

• Brief staff

  Find out more about specific pension topics with your employees at exclusive events.

Contact

Social

• LinkedIn

Location

Swiss Life Generalagentur Zürich-Pfannenstiel