“The core of our partnership-based expertise lies in intellectual and institutional independence and the sustainable foundation of mutual respect and trust.”

Philippe Muntwyler

Philippe Muntwyler
Founder

Philippe Muntwyler studied Insurance Management in Zurich and is a financial planner with a federal diploma. For over ten years, he has accompanied his clients in the planning and implementation of issues relating to pension planning and investment advice. Previously, as a specialist lecturer for a large Swiss insurance company, he designed and taught training modules for financial and pension planning and was a member of management there. As the founder of derfinanzplaner.ch GmbH, the interests and needs of his clients are the focus of his attention. For him, independent and conflict-of-interest advice is therefore the foundation for long-term client benefit.

Education:
– Master of Advanced Studies ZFH in Insurance Management
– Financial Planner, Federal Diploma of Higher Education

Publications:

– Potenzial einer Schweizer Vorsorgebank

Alexander Hesselvik

Alexander Hesselvik
Managing Partner

Alexander Hesselvik has been consulting national and international clients for the past decade in and around risk management, financial advice and retirement planning. Being born in Sweden, raised in the United Kingdom, having Danish parents and having lived in Switzerland for 15 years, Alexander understands the needs of international clients, expats and foreigners living in Switzerland. His philosophy is that any and all financial advice be independent & conflict-free and that the client should always come first. This is one of the main reasons he became Managing Partner of derfinanzplaner.ch GmbH, thus ensuring his philosophy is put into practice.

Education:
– Financial Planner, Federal Diploma of Higher Education
– Financial Advisor, Graduate

Chantal Heinis Hiroz

Chantal Heinis Hiroz
Innovation and Product Development Manager

After a first degree in Industrial and Organizational Psychology at the University of Neuchâtel, supplemented by a Master in Insurance Management at the ZHAW, Chantal Heinis Hiroz has been working in the finance and insurance industry for almost 20 years. As a successful project manager for numerous strategic and operational sales projects, she is now an expert on optimizations, innovations and product launches in the area of individual lives and investments. She also has a sound knowledge of sales management with a focus on profitable growth and digitization of business processes. As Innovation and Product Development Manager of derfinanzplaner.ch GmbH, customer orientation and satisfaction, processes and efficiency as well as sustainable growth are her top priorities, thus expanding the scope of activities of derfinanzplaner.ch GmbH with consulting services and training:

Education:
– Msc Work and Organizational Psychology
– MAS Insurance Management

Our network partner:

Darko Ranogajec

Darko Ranogajec
Inhaber und Geschäftsführer von Core Immobilien

Darko Ranogajec specializes in the sale of residential and investment properties. Tax optimisation and financial advice in connection with the sale or purchase of your property. Purchase of investment properties and building land with development for the company’s own portfolio. Darko Ranogajec studied Business Administration at the University of Applied Sciences and graduated with a diploma in Construction Project Management NDS HF.

Education:
– Business Economist FH
– dipl. construction project manager NDS HF

We are a member of:

FinanzPlaner Verband Schweiz

As a professional association for all qualified financial planners and consultants, the FPVS pursues the following objectives:

1st quality seal position and establish
The FPVS pursues the positioning of the profession of financial planning as a seal of quality, customer orientation and professionalism. Customers should be able to recognise this quality mark and rely on it.

2nd promote and ensure training and further education
One of the main tasks of the association is to promote and ensure a high level of know-how among its members. Training offers are created and examined. Members have the possibility to confirm their further education with SFPO licences and to certify the permanent further education (credits system).

3rd platform for exchange and development
The FPVS serves its members as a platform for their concerns, for ongoing knowledge transfer, exchange of experience and as a network basis.

Cicero. Certified Insurance Competence

Cicero. Certified Insurance Competence, is the seal of quality for competent insurance consulting. Client advisors with the Cicero seal of approval receive regular further training and offer their clients clear added value.