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Your benefit    Optimise taxes     Your house     Your wealth     Your early retirement     About me     Costs     Contact     Conditions

Would you like to save money and taxes, buy a house or secure your family?

Then here you are at the right place.

For more then 18 years I'm successful in business with more then 7'500 customers

• independent,
• neutral and
• holistic

Fiancial advice to private individuals and self-employed.

Read on or send me an email E-mail - I would be happy to assist you

PATRICK OESCHGER

How is this possible?

The sum makes it possible. I optimize for you:

•      Insurance

•      Health insurance companies

•      Mortgages

•      3. Pillars

•      Taxes + tax return

•      Assets

•      and other more.

The differences between the various products are very large - as big as your savings potential.

There are almost always ways to save taxes. I will take the time for you to fill out your tax return perfectly and to save you taxes. After more than 18 years, I have gained enough experience to help you too. 

IDEAS FOR TAX OPTIMATIONS

• residence
• Professional expenses
• 3. Pillars (3a und 3b)
• Optimizing securities
• Upkeep of the house
• etc.

SAVE MONEY WITH INSURANCE

• Household contents- and liability insurance
• car insurance
• Legal protection insurance
• Building insurance
• Daily allowence insurance
• etc.

Make your dream come true - buy a house or an apartment. 

I will show you how you can get the best and cheapest financing, including special conditions, i.e. cheaper mortgages than if you go to the bank yourself (volume advantage).

• How much equity do I need?
• Money from the pension fund: take it out or pledge it?
• How to use 3rd pillar funds?
• Where can I get the best conditions?
• Which bank offers me the most?
• etc.

Do you already have assets or are you waiting to be saved? 

• Investment and asset advice
• Savings plans for you, your children
• Banking and insurance solutions
• Tax optimizations

Take retirement into your own hands. 

• How are you going about retirement?
• How can you significantly improve the pension?
• When should you plan (early) retirement?
• and many more answers to your questions

you receive from us, you can save a lot of money, time and nerves!

There are no costs for you.

If the advice is successful, I get paid by the banks and insurance companies.

 You recommend me if you are satisfied.

 Exception tax return: from CHF 150

1. Scope

 These conditions regulate the relationship between clients and Casual Finance CFI (hereinafter referred to as service provider). With the conclusion of a contract (verbally and in writing), the customer declares his agreement to the present conditions.

 2. Confidentiality

 Data collected in connection with the customer relationship will be treated as strictly confidential.

3. Warranty

 The service provider takes due care and provides his services to the best of his knowledge and belief. There is no further guarantee.

 4. Liability

 The service provider rejects any liability for damage suffered by the customer in connection with the contractual relationship, in particular financial advice. In particular, no liability is accepted for incomplete or incorrectly completed tax returns and claims resulting from them. If information provided by the customer is incomplete or not included in the tax return, there is the right to free rework.

5. Place of jurisdiction

 The place of jurisdiction is 4310 Rheinfelden, AG

 6. Invoicing

 Services are usually invoiced before they are provided. Invoices are to be paid by the customer within 14 days at the latest.

 Rheinfelden, April, 2010