As part of its partnership with the Binelli Group, smzh ag was a guest at the showroom in Adliswil in April. Thanks to the partnership, Binelli Group employees benefit from free financial advice for every situation in life. Whether for young employees who are thinking about their pension provision for the first time, middle-agers who are interested in buying their own home or valuable long-term employees who are thinking about life after retirement.
Together with guest of honor and former professional footballer Vero Salatic, smzh gave Binelli Group employees an understanding of the importance of individual and far-sighted financial planning, as smzh attaches great importance to passing on financial topics in an accessible and understandable way.
But what does top-level football have to do with financial planning? The parallels are greater than you might think at first glance:
As with the famous iceberg, with top athletes we are mainly familiar with what sticks out above the surface - the big successes.
We intuitively know that a lot of preparation goes into it. And yet many attribute the success of top athletes primarily to their luck or talent.
But just as in sport, success in individual financial planning is no coincidence. Rather, several years of development work and regular adjustments are essential on both sides.
Routine is the magic word here. Athletes rarely put together training plans all by themselves. Instead, they have an experienced coach or even a whole team at their side who create a plan for them and tailor it to the individual athlete.
Of course, we all have different requirements and success is defined differently for each individual. But we can probably all agree on one thing: if we go to football training regularly from now on, after a while we will kick better than if we never train.
And that starts on a small scale. After all, the professional athlete didn't start out in the Champions League. Rather, he went to training two or three times a week as a child. And even then, a coach showed him what he needed to do to develop further.
And it's the same with financial planning. Regardless of whether our customers are still in their infancy or have already played a few promotion matches: We have the right coaches and advisors for every stage.
Und das beginnt schon im Kleinen. Der Profisportler hat schliesslich auch nicht in der Champions League begonnen. Eher ging er als Kind zwei- bis dreimal wöchentlich ins Training. Und auch da hat bereits ein Coach gezeigt, was zu tun ist, um sich weiterzuentwickeln.
Und genauso ist es in der Finanzplanung auch. Völlig unabhängig, ob unsere Kunden noch in den «Kinderschuhen» stecken oder bereits einige Aufstiegsspiele hinter sich haben: Wir haben die geeigneten Coaches und Berater für jede Phase.
After the fascinating discussion with Vero Salatic, Binelli Group employees were able to talk to the smzh customer advisors present, ask individual questions and arrange a personal consultation appointment. And of course there was also time for selfies with the guest of honor.
In educational events, smzh brings your employees closer to the financial topics of their individual lives in an accessible and understandable way. Your employees also benefit from a free 360° check-up on the following topics:
- Finances & investments
- Pension provision & insurance
- Mortgages & real estate
- Law & taxes
Not only your employees, but also your SME benefits from a customized and comprehensive solution. With smzh, you have one point of contact for all matters relating to financing, pensions, insurance and taxes and benefit from all our expert knowledge and complete infrastructure.
If you are interested in a customized employee event or would like to find out more about a partnership with smzh, please contact us:
Der Schweizer Finanzplatz steht nach der Übernahme der Credit Suisse durch die UBS vor einem tiefgreifenden Wandel, der insbesondere Schweizer Unternehmen und vor allem KMUs – das Rückgrat der Schweizer Wirtschaft – betrifft. Diese Analyse beleuchtet die Strategie der neuen UBS, ihre Auswirkungen auf das Firmenkundengeschäft und die Chancen für andere Marktteilnehmer, die entstandene Lücke zu schliessen. Zudem wird der Handlungsbedarf für Schweizer Unternehmen aufgezeigt.
