Markus Manser

Markus Manser is part of mylifeplan and uses his expertise to support the team in financial planning and in the structured handling of individual client concerns. His work is always centered on a consistent focus on clients’ personal goals, which he tracks and takes into account at every stage of the advisory process. He guides the planning process across key areas such as retirement planning, pension planning, taxes, and wealth accumulation, helping to systematically assess complex financial situations and present them in an understandable way. In doing so, he creates a clear foundation for sustainable and individually tailored decisions. Another key focus of his work is the coordination and meticulous follow-up of advisory processes. He ensures that information is fully consolidated and that internal processes are efficiently implemented. In this way, Markus Manser makes an important contribution to ensuring that financial planning at mylifeplan is consistently aligned with clients’ personal goals and that sustainable long-term solutions are developed.