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Services

About Me

Blog

Select Language

Contact

Select Language

Fee-based financial consulting from Rheinfelden

More security and clarity for your financial decisions

I provide you with the necessary knowledge to make confident financial decisions on your own.

Contact

Many people feel overwhelmed by financial topics. Too much jargon, too little time to get familiar with it, and the constant feeling of doing something wrong. Wrong decisions regarding retirement, real estate, investments or crypto can be expensive - not only financially, but also emotionally.

How I can help you

Services

I offer independent, understandable and holistic fee-based financial consulting. This means: no hidden commissions, no product specifications - only solutions that suit you. Together, we develop strategies that give you security and make your goals realistically achievable.

Assets

For all who have already invested and want to know whether their assets are meaningfully structured, broadly diversified and optimized for the long term.

Assets

For all who have already invested and want to know whether their assets are meaningfully structured, broadly diversified and optimized for the long term.

Assets

For all who have already invested and want to know whether their assets are meaningfully structured, broadly diversified and optimized for the long term.

Real Estate

For all who want to buy or sell a property and want to make safe, well-founded decisions - from budget planning to handing over the keys.

Real Estate

For all who want to buy or sell a property and want to make safe, well-founded decisions - from budget planning to handing over the keys.

Real Estate

For all who want to buy or sell a property and want to make safe, well-founded decisions - from budget planning to handing over the keys.

Retirement Planning

For people who are already thinking about tomorrow and want a solid, tax-optimized strategy for a relaxed retirement.

Retirement Planning

For people who are already thinking about tomorrow and want a solid, tax-optimized strategy for a relaxed retirement.

Retirement Planning

For people who are already thinking about tomorrow and want a solid, tax-optimized strategy for a relaxed retirement.

Crypto

For beginners and advanced users who want to understand cryptocurrencies and safely integrate them into their investment strategy.

Crypto

For beginners and advanced users who want to understand cryptocurrencies and safely integrate them into their investment strategy.

Crypto

For beginners and advanced users who want to understand cryptocurrencies and safely integrate them into their investment strategy.

Stocks

For all who want to invest their capital for the long term and in a diversified way to build wealth and preserve purchasing power.

Stocks

For all who want to invest their capital for the long term and in a diversified way to build wealth and preserve purchasing power.

Stocks

For all who want to invest their capital for the long term and in a diversified way to build wealth and preserve purchasing power.

Taxes

For people who want to reduce their tax burden by using deductions, cleverly using pension plans and planning efficiently for the long term.

Taxes

For people who want to reduce their tax burden by using deductions, cleverly using pension plans and planning efficiently for the long term.

Taxes

For people who want to reduce their tax burden by using deductions, cleverly using pension plans and planning efficiently for the long term.

Insurances

For all who want clarity about their existing insurances - to close gaps, save costs and only secure what is really necessary.

Insurances

For all who want clarity about their existing insurances - to close gaps, save costs and only secure what is really necessary.

Insurances

For all who want clarity about their existing insurances - to close gaps, save costs and only secure what is really necessary.

Portrait Geschäftführer von Peter Beratungen - Fabian Peter

About me

Fabian Peter

I am an independent fee-based financial consultant from Rheinfelden. My mission is to explain complex financial topics in a way that everyone understands them - and to act exclusively in the best interest of my clients. I do not earn money from products or deals, but solely from my consulting.

For me, finances are not just numbers, but tools to create freedom, security, and quality of life. And that is exactly what I want to enable for my clients.

More About Me

"I had the feeling he really listens. Everything was explained calmly and I could ask questions at any time."
"In retirement planning I finally understood how the pillars work. No one had ever shown me that so clearly."
"Very pleasant conversations. I am no longer afraid of doing something wrong."
"The consultation saved me several thousand francs in taxes. Clear recommendation."
"I had trusted banks until now. Only here did I realize what independent advice can actually look like."
"Crypto was completely new territory for me. After the appointment I understood how I can start safely."
"Very transparent with the costs and everything comprehensible. That inspired trust."
"I went through my entire insurance folder and canceled unnecessary contracts. It was more than worth it."

"I went through my entire insurance folder and canceled unnecessary contracts. It was more than worth it."
"Very transparent with the costs and everything comprehensible. That inspired trust."
"Crypto was completely new territory for me. After the appointment I understood how I can start safely."
"I had trusted banks until now. Only here did I realize what independent advice can actually look like."
"The consultation saved me several thousand francs in taxes. Clear recommendation."
"Very pleasant conversations. I am no longer afraid of doing something wrong."
"In retirement planning I finally understood how the pillars work. No one had ever shown me that so clearly."
"I had the feeling he really listens. Everything was explained calmly and I could ask questions at any time."

5 Stars / 18 Reviews

Why my clients
prefer me

Benefits

Financial consulting with others

Often tied to products or commissions

Unclear cost structure

Standard solutions instead of individual consulting

Focus on sales instead of client success

Financial consulting with me

100% independent, no hidden interests

Transparent fees

Individual strategies, tailored to your goals

Focus on understanding, security, and sustainability

Frequently Asked Questions

How does fee-based advice differ from free advice at banks or insurance companies?

Who is the consultation suitable for?

How does a consultation proceed?

Can I also book individual topics?

Is consultation worthwhile even if I already have a bank or insurance advisor?

Transparent Prices

Clear costs, no hidden fees

My fee is 180 CHF per hour – regardless of the topic or the investment amount. You pay exclusively for my time and expertise.

In person or digital

Secure a free initial consultation

Let us analyze your financial situation together and develop a clear strategy.

Contact

In person or digital

Secure a free initial consultation

Let us analyze your financial situation together and develop a clear strategy.

Contact

In person or digital

Secure a free initial consultation

Let us analyze your financial situation together and develop a clear strategy.

Contact

More security and clarity for your financial decisions

How I can help you

Assets

Assets

Assets

Real Estate

Real Estate

Real Estate

Retirement Planning

Retirement Planning

Retirement Planning

Crypto

Crypto

Crypto

Stocks

Stocks

Stocks

Taxes

Taxes

Taxes

Insurances

Insurances

Insurances

Fabian Peter

Why my clientsprefer me

Why my clientsprefer me

Financial consulting with others

Financial consulting with me

Frequently Asked Questions

Frequently Asked Questions

How does fee-based advice differ from free advice at banks or insurance companies?

How does fee-based advice differ from free advice at banks or insurance companies?

How does fee-based advice differ from free advice at banks or insurance companies?

Who is the consultation suitable for?

Who is the consultation suitable for?

Who is the consultation suitable for?

How does a consultation proceed?

How does a consultation proceed?

How does a consultation proceed?

Can I also book individual topics?

Can I also book individual topics?

Can I also book individual topics?

Is consultation worthwhile even if I already have a bank or insurance advisor?

Is consultation worthwhile even if I already have a bank or insurance advisor?

Is consultation worthwhile even if I already have a bank or insurance advisor?

Clear costs, no hidden fees

Secure a free initial consultation

Secure a free initial consultation

Secure a free initial consultation

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Legal

Menu

Legal

Menu

Legal

Why my clients
prefer me

Why my clients
prefer me