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Jonas Berlie
Swiss Life

Financial & Pension Specialist

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Expert Guidance on Pension & Financial Planning

Jonas Berlie advises clients on pension and financial planning, including retirement provision, insurance, home ownership and financial protection. If you would like to review your own pension situation, understand your expected retirement income or discuss whether your current arrangements meet your needs, Jonas offers a complimentary initial consultation.  If you get in touch, let him know you found him through Living in Nyon.

Advice on the Following:​

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Real estate purchases and mortgages

Make your dream of homeownership a reality through good planning.

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Analysis of pension and financial planning

Have your pension and asset situation analyzed to ensure and guarantee your freedom of financial choice.

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Occupational pension plans for companies

Take advantage of attractive solutions in the areas of occupational pension plans, risk reinsurance and employee health.

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Want to Know More?

Get in touch with Jonas for a free initial discussion about personal pension planning and financial analysis, or pension advice for companies and private individuals. His approach is expert, reliable and customer-focused.

Where To Find Us

If you’re ready for personalised advice and clear guidance, connect with Jonas Berlie today and mention Living In Nyon when you reach out so he knows how you found them.

 

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