Finelles I Clara Creitz

Independent and certified financial planner (CFP)

Finelles I Clara Creitz
CUSTOMERS' CHOICE 2024
4.89 out of 5
Excellent
42 Reviews
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I advise women with busy schedules and make sure they create a structured and personalized financial plan for themselves to grow their wealth over the long term.
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Contact information

Finelles I Clara Creitz
Gotthardstrasse 55, 3. Etage
8002 Zürich
Switzerland
Directions

Contact person
Clara Creitz

Opening hours

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100% Recommended
5 stars 34
3 stars 0
2 stars 0
1 star 0
Quality
Value
Services
Implementation
Consulting
Customer service
Excellent (4.85)
Cost-performance ratio
Excellent (4.88)
Top competencies

Professionalism

5.00 out of 5
5 Reviews

Customer loyalty

5.00 out of 5
5 Reviews

Action recommendations

5.00 out of 5
5 Reviews

38 Reviews on ProvenExpert.com

4.88 out of 5
Excellent
5.00 out of 5
Excellent
Recommendation
I learned that I am generally already very well positioned in terms of finances. Clara was still able to discover gaps and show me things that I would never have recognized on my own. I am very grateful for the support and feel secure for the future.
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Customer review & rating for:
Finanzberatung / Coaching / Kurs
28/03/2024Estella B.
5.00 out of 5
Excellent
Recommendation
Clara brings you closer to the topic of finance in a super pleasant, empowering way and at eye level. She helps you to take a look at the status quo and set yourself up for a sustainable financial future.
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Customer review & rating for:
Finelles I Clara Creitz
11/01/2024Anonymously
5.00 out of 5
Excellent
Recommendation
This course opens up new worlds. It paves the way into this new world and accompanies the first steps. It not only imparts new knowledge but also encourages you to put what you have learned into practice. Clara's competent, warm and encouraging manner makes it easy to ask questions and you feel confident to take bold steps. Highly recommended.
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Customer review & rating for:
Finelles I Clara Creitz
12/12/2023R.
5.00 out of 5
Excellent
Recommendation
I think it's just wonderful what Clara stands for and what she offers us women. I am grateful for the courses, webinars and coaching sessions I have attended with her. They have opened my eyes and encouraged me to take on this topic of my own finances in a way that feels good and right and that I also feel up to.
Thank you very much, dear Clara! 🙏
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Customer review & rating for:
Finelles I Clara Creitz
29/10/2023C.
5.00 out of 5
Excellent
Recommendation
Clara explains the world of finance/investments to you in a way that anyone can understand, even if you haven't delved into the topics much before.
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Customer review & rating for:
Finelles I Clara Creitz
13/10/2023Anonymously
4.83 out of 5
Excellent
Recommendation
Clara is competent and creates transparency about the hidden costs of financial products. I like how well she finds alternatives for certain financial products that are just as goal-oriented and, above all, less expensive. Thank you for my interest in the world of finance and pensions has increased markedly!
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Customer review & rating for:
Finelles I Clara Creitz
19/09/2023Anonymously
4.20 out of 5
Good
Recommendation
I took the finance course with Clara in June 2021. I chose Clara because she looks at finances holistically (finances, budget, retirement planning as well as checklists for taxes and insurance). So not just giving a course in ETFs, etc.

I find this important because especially the pension gap can be or become a big issue for women and this should be taken into account in the alignment of financial goals and accordingly also when investing in the various asset classes (including pillar 3a).

As a financial planner, Clara also has the necessary background knowledge to be able to give really profound answers to questions about women and finances.
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Customer review & rating for:
Finelles I Clara Creitz
19/09/2023M.
5.00 out of 5
Excellent
Recommendation
I have always had a hard time with financial matters; - the Monay Makeover Class by Clara Creitz has changed this: I now regularly deal with my finances and also financial topics, am less chaotic on the road and am steadily gaining confidence towards the subject.
Clara Creitz is very competent and her services are highly recommended.
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Customer review & rating for:
Finelles I Clara Creitz
09/09/2023Anonymously
5.00 out of 5
Excellent
Recommendation
Clara is an excellent financial planner who not only has excellent in-depth knowledge but also conveys her knowledge in a first-class and very structured manner. Her congenial manner ensures that I can turn to her for any questions on the subject of finance and retirement planning.

I can only recommend Clara wholeheartedly.
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Customer review & rating for:
Finelles I Clara Creitz
08/09/2023Christine F.
5.00 out of 5
Excellent
Recommendation
The Investment Class was not only a great introduction to investing, but also helped me to get a better overview of important topics such as budgeting and retirement planning. The personal support from Clara during and after the course was also great. I really appreciate Clara's commitment and can really recommend her services.
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Customer review & rating for:
Finelles I Clara Creitz
07/09/2023Anonymously
4.78 out of 5
Excellent
Recommendation
Clara Creitz is super professional and friendly, very approachable, can explain well and takes her time. She answered my questions and concerns to my utmost satisfaction and helped me a lot when I moved away from Switzerland. I have already told friends about my consultation independently of this feedback form and recommended her to others. In addition, I appreciate Clara's commitment to Financial Education at Frauyen and the importance of it!
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Customer review & rating for:
Finelles I Clara Creitz
05/09/2023leonie k.
4.20 out of 5
Good
Recommendation
I liked Clara's calm, professional, no-nonsense style of coaching. The group size of 8 people was optimal for interaction. The content was perfect for any woman who wants to get her finances sorted and structured. it was - in my view - particularly suited for women from Germany who live in Switzerland since it covered many aspects that are relevant for Germans and Swiss. Would highly recommend this course to any woman who wants to structure her finances and get clarity. Thank you, Clara.
Customer review & rating for:
Finelles I Clara Creitz
04/09/2023Barbara F.
5.00 out of 5
Excellent
Recommendation
I take great pleasure at leaving a review for Clara. She has been helping me creating my future-proof pension plan for a while now, always answering my (sometimes silly) questions and providing great clarity on topics I wasn't really familiar with. Her dedication, professionalism and patience made me always feel secure and at ease even if I wasn't at all knowledgeable about financial planning. I cannot recommend her highly enough!
Customer review & rating for:
Finelles I Clara Creitz
03/09/2023Angela C.
5.00 out of 5
Excellent
Recommendation
Clara has perfect financial knowledge that she brings across very simply (at least for me, as a financial layman). Her approachable, happy and humorous manner make the course special. The teaching materials are logically structured and easy to understand. I would definitely recommend the course to anyone who wants to increase their financial knowledge and get a handle on their finances independently (and also want to start investing)!
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Customer review & rating for:
Finelles I Clara Creitz
01/09/2023Anonymously
5.00 out of 5
Excellent
Recommendation
Friendly and knowledgeable.
Clara helped me to begin to take care of my own financial stability.
From educating to understanding what is needed for my own personal situation.
Customer review & rating for:
Finelles I Clara Creitz
30/08/2023J.
4.37 out of 5
Good
Recommendation
Clara gave me a good overview of financial planning and examples of applications that I could implement directly. She advised me very well and was able to give me helpful tips. I will gladly come back to her for further topics!
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Customer review & rating for:
Finelles I Clara Creitz
29/08/2023Anonymously
5.00 out of 5
Excellent
Recommendation
I learned a lot and loved that she put her personal touch to it
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Customer review & rating for:
Finelles I Clara Creitz
29/08/2023Anonymously
5.00 out of 5
Excellent
Recommendation
Your kind help and support
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Customer review & rating for:
Finelles I Clara Creitz
28/08/2023Anonymously
5.00 out of 5
Excellent
Recommendation
Clara helped me quickly at any time when I had cocrete questions. She has a sympahtische charisma and the mediation of their knowledge was clear and direct. She had useful book recommendations on the topics taught, which helped me further.
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Customer review & rating for:
Finelles I Clara Creitz
28/08/2023Anonymously
4.60 out of 5
Excellent
Recommendation
It really helped me to get things finally done - to understand what costs I have, what I can save and what to invest. I needed these sessions to finally get out of my "comfort zone" and to also understand the Swiss system.
Customer review & rating for:
Finelles I Clara Creitz
16/06/2023Anonymously
4 Reviews from
1 other source
5.00 out of 5
Excellent
5.00 out of 5
Excellent
4 reviews on Google
 
06/04/2023
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All reviews and experiences about Finelles I Clara Creitz are the subjective opinions of those who compose and submit them  |  The profile owner is responsible for the contents of this page  |   Profile active since 06/04/2023  |  Last update: 09/05/2024   |  Report profile

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