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DirectoryFinance & InsuranceFinancial ServicesBülachBroker Finance Systems GmbH
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Broker Finance Systems GmbH

Summary

About the company

The core activity of Broker Finance Systems is independent financial consulting for private individuals and companies in the following areas: * Insurance (basic insurance, supplementary insurance, optimization of existing insurance policies) * Pension planning (private and occupational pension provision) * Investments (investment advice with the goal of achieving high returns with manageable risk) * Mortgages and financing (advisory services for finding the most suitable loan) The company offers non-binding consultations and supports customers in planning and implementing their financial goals.

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Industry:Financial Services
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✓ Offered6
Independent financial advice
Independent advice on insurance, retirement planning, investments and financing; with market comparisons, needs analysis and tailored concepts for private and business clients.
Health insurance advice
Advice on basic coverage, deductibles and supplementary insurance; comparison of health insurers, assessment of the benefits of supplementary coverage and adjustment to individual needs.
Retirement planning advice
Advice on private retirement planning in the 3rd pillar and on occupational retirement provision under the BVG; including full insurance, semi-autonomous and fully autonomous solutions, as well as extra-mandatory retirement planning for SMEs.
Insurance advice
Advice and comparisons of property, asset and personal insurance for private customers and SMEs; in particular liability, household contents, building, motor vehicle, travel, business and professional liability.
Mortgage and financing advice
Advice on mortgages, affordability and financing; comparing loan offers, calculating terms, interest rates and amortisations, and support for real-estate loans and other types of credit.

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Location

Sonneggweg 5
8180 Bülach

At a glance

Legal form
Limited Liability Company
UID
CHE-429.900.576
Founded
2021 · 5 years
Last commercial register change
May 1, 2026
Employees
1 to 10

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