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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingWallisellenAnlageBeratung Schweiz GmbH
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AnlageBeratung Schweiz GmbH

Summary

About the company

AnlageBeratung Schweiz GmbH provides financial and pension planning services as well as advice on mortgages and tax‑optimised retirement strategies. The company analyses clients' pension situations, prepares individual pension and tax plans, and integrates financing advice with asset and real estate strategies.

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Industry:Insurance Brokerage & Consulting
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Pension planning
Analysis of today's situation, interaction of AHV, pension fund and pillar 3a, decision on lump sum or pension, tax-optimised planning up to and after retirement.
Asset structure
Structuring assets instead of individual decisions, long-term strategy, diversification, clear allocation and guidance in investment decisions.
Mortgages & structure
Financing as part of the overall concept, affordability today and in old age, a balance between liquidity and security, integrate property into the overall strategy.

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Location

Bahnhofstrasse 18
8304 Wallisellen

At a glance

Legal form
Limited Liability Company
UID
CHE-115.868.278
Founded
2010 · 16 years
Last commercial register change
May 15, 2023
Employees
1 to 10

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