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DirectoryFinance & InsuranceFinancial ServicesBernBonaventura Beratungen
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Bonaventura Beratungen

Summary

About the company

The core activity of Bonaventura Beratungen is independent financial consulting and planning for private individuals, including pension planning, provision planning, asset planning, insurance, home ownership, tax planning, inheritance and matrimonial law.

AI-generated
Offering

Products & services

Industry:Financial Services
✓ Offered7
Retirement planning
Situation analysis of public, occupational and private provision based on needs, coverage gaps and surplus, adjustments and optimisation of benefits.
Pension planning
Planning the financial impact of retirement on income, assets, taxes and expenses; calculation of income shortfalls, early retirement and a catalogue of measures.
Wealth planning
Advisory on individual asset allocation, interest-related issues, low-risk investments and selection of suitable investment forms.
Insurance advisory
Independent advice on an insurance portfolio, needs analysis, comparison of benefits and prices, support in claims and communication with insurers.
Owner-occupied housing financing
Advisory on financing real estate and owner-occupied housing, equity requirements, mortgages, amortisation and financing terms.
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Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 2 reviews across all connected sources

Sources
GGoogle52
★TrustpilotSoon
PProvenExpertSoon

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Location

Zentweg 17c
3006 Bern

At a glance

Legal form
Sole proprietorship
UID
CHE-112.607.942
Founded
2005 · 21 years
Last commercial register change
June 20, 2018
Employees
1 to 10

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