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DirectoryFinance & InsuranceFinancial ServicesLausenBeratung Gysin
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Beratung Gysin

Summary

About the company

The core activity of the company 'Beratung Gysin' is individual financial and life planning for seniors, particularly in the areas of: * Administration (e.g. management of finances, taxes, pension planning) * Taxes (e.g. preparation of tax returns) * Pension planning (e.g. preparation of pension documents, living wills, wills) * Adaptation of living situation (e.g. administrative support for relocations) The company offers personalized and individual consulting tailored to the specific needs and life situations of its clients.

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Products & services

Industry:Financial Services
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Administrative and Financial Advisory
Payment transactions, administrative tasks, correspondence with health insurers, banks, insurers and authorities, assistance during meetings and support with financial matters.
Tax Return and Tax Advice
Completion of the annual tax return for individuals, support in special cases such as death or sale of real estate, and answers to individual tax questions.
Care Planning Documents and Assistance Applications
Drafting of an advance directive, a patient directive and a will, as well as support with the helplessness allowance, aids and supplementary benefits.
Support with Housing and Life Changes
Organising moves, address changes, apartment clear-outs and house sales, as well as adjusting insurance coverage and arranging household and Spitex services.
Order and Filing Organisation
Organising filing, structuring documents and sorting out items no longer needed to create an overview, clarity and a permanently ordered system.

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Location

Grienackerstrasse 19
4415 Lausen

At a glance

Legal form
Sole proprietorship
UID
CHE-272.813.026
Founded
2022 · 4 years
Last commercial register change
August 5, 2022
Employees
1 to 10

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