"500 banks - 1 conversation!
Experience, in a personal conversation, a consulting philosophy in which customers are treated like friends: sincere, authentic, responsible, competent and committed. No matter if you need a real estate financing, a... retirement plan or the right investment. I take care of your concerns and do my best for your financial future.
Simon has been giving me the best advice on insurance and investments for 2 years now. The advice is always very pleasant, authentic but still professional. The quick scheduling of appointments and the option for digital consultations are particularly practical. I also appreciate that Simon always takes individual ideas and wishes into account, so that you feel you are in good hands with him!
Simon Goetschi has been advising me for many years with his very competent and friendly manner on the subject of insurance and investments. Especially with complicated topics, Simon always manages to explain them to his customers in an understandable way, so that you always know what you are doing (and should do!) with your money. Recommendation without reservation!
Only to recommend!!!
For years now, I have been receiving competent and individually tailored advice and recommendations from Simon Götschi on topics such as investments, retirement planning and insurance. I am always kept up to date about my investments and insurances and am informed about possible improvements.
Thank you very much!
I have known Simon since I was a student. A lot has happened to me since then, including the fact that I am now a minority managing partner. This has complicated not only my insurance situation, but also my retirement planning. I was looking for a competent contact person who could independently assist me with both. That's when Simon came to mind, and he was able to assist me with all my concerns or provide me with equally competent contacts. Both with him and with Kai I feel in good hands and have complete trust. I was particularly convinced by the really good and detailed advice as well as the annual "check-in", which I can enjoy from now on with Simon :)
So far, none of my insurance advisors or brokers have offered me this service, before that I had to inform myself about changes or what they mean for me.
So my clear conclusion: I would recommend Simon at any time! Top performance as well as service!
Simon has been advising me for years on my insurance, investments and retirement planning. He is always easy to reach and any questions at short notice are solved and explained in a simple and straightforward manner. The appointments can take place digitally for the most part, which was super easy and relaxed for me in terms of time.
I would definitely recommend Simon as a financial advisor!
Whether pension, investments, questions about construction financing or even how the stock market works 😀 , Simon knows everything and advises beyond the measure and explains with great patience even the big picture.
And you have in Leinster way the feeling of something to get talked up.
I can only recommend his expertise and advice 👌🏻✊🏻👍🏻
I can only recommend the consultation with Simon Goetschi :)
I felt very well advised and informed, well structured and you are not talked into anything but advised with sense and reason.
Definitely my new contact person in the subject of insurance and finance.
I felt well advised all around!
Simon took a lot of time to address all my questions and answered them competently!
For me, he was always available and flexible to engage with my wishes.
I can recommend a consultation with him with the best conscience!
Simon is simply top! He always took his time, answered all my questions in an understandable way and even showed me better or alternative options for my investment. His advice was professional, always friendly and super helpful. I feel really well taken care of and can only recommend him! Thanks for the great support Simon!
After the initial inquiry, the first personal contact took place very quickly and while Mr. Goetschi was still on vacation. This shows how flexible Mr. Goetschi is towards his customers. The consultation was coherent and met our requirements. With Mr. Goetschi, we had the feeling that honest and transparent recommendations were given and that nothing was pretended or glossed over for the customer. Many thanks to Mr. Goetschi for the financing advice for our building project.
I have been working with Mr. Goetschi since last year and must say that after years of house bank support, I wish I had come across Mr. Goetschi earlier. The communication is incredibly easy, uncomplicated and very professional. In comparison, I had at my house bank for this 3 responsible, which brought significantly less quality in addition to even longer processing time. For me, when financing a property, but much more essential: Mr. Goetschi has enabled me through its independence significantly better conditions and accompanied me throughout the entire purchase process. You can definitely know that you are in good hands and can only look forward to every further project!
Very competent and full of confidence in an absolute professional. The advice was top from the first to the last contact. Very friendly and always responsive to the customer's request and concern. I would recommend him at any time.
I feel absolutely in good hands with Simon when it comes to my insurance needs. He explains things very clearly, takes a lot of time for the consultation and answers all questions with a lot of patience. So far, I have always had the feeling that he takes my wishes seriously and finds the right offer for me.
Even with changes or very last-minute requests, I can always rely on him to respond quickly and react as needed.
With Simon, you simply have the all-around feeling that he provides honest and open advice and support.
Thanks to Simon's advice, I was able to get a loan at very good conditions for my real estate financing. He took the time to explain all the details of the real estate purchase and necessary documents for the financing in an understandable and structured way, even for newcomers like me in this field. The schedule was tight, yet my requests and questions were always answered promptly and courteously, making the entire process quick and efficient. Even now after the purchase, Simon continues to be helpful to me for questions with regarding financing and other parties involved in the real estate purchase. In summary, the service was (and is) of high quality and I am very satisfied with the service provided.
I can highly recommend Simon Goetschi. His expertise in insurance and investment is excellent.
Thanks to his advice, I feel much more confident in dealing with my finances. Simon always takes a lot of time to understand my personal needs and goals and responds very well to me as a client. He always remains comprehensible and explains all the necessary information in clear and simple language.
I especially appreciate Simon's honest and open manner, which gives me the feeling that he is really acting in my best interest. Anyone looking for a competent and trustworthy financial advisor is in good hands with Simon.
All reviews and experiences about Simon Goetschi 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 09/28/2020 | Last update: 09/28/2023
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