After completing his apprenticeship with a firm of accountants and tax advisors in Chur, Martin Zinsli joined SBS as a foreign exchange trader, working in the bank's Zurich and Geneva offices. He then returned to Chur where he was employed as a financial planner first by La Bâloise and then by Graubündner Kantonalbank; while with the latter, he completed his training in financial planning and passed his federal certification exams. As the representative of a private Liechtenstein bank in the Grisons, he was responsible for client acquisition and new business.
His main concern as a financial planner is to support his clients and prospects with comprehensive guidance and advice about all financial, legal and tax issues. Occupational benefits, vested pension assets and private 3a retirement savings plans are among Martin Zinsli's special fields of expertise. He consults for tax advisors, lawyers, insurance brokers and asset managers, as well as for private clients who want to plan for their retirement or to maximise their tax savings. This includes clients interested in investing their vested benefits or tied pension assets in securities solutions.
Interested? Then contact Martin Zinsli now: phone +41 (0) 81 253 16 16 or fax +41 (0) 81 253 16 17 or email mzinsli@liberty-vorsorge.ch.