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Cabinet Devalte Sàrl

Summary

About the company

Devalte Sàrl provides consulting services in the areas of finance, investments, mortgages, pension planning and risk management for companies and private individuals. They support their clients in planning and optimizing their financial situation, including choosing the right status for a company, evaluating companies and managing insurance contracts.

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Products & services

Industry:Financial Services

✓ Offered6

Financial and wealth planning

360° advice to structure financial, real estate, business and family assets; situation analysis, tax optimisation, asset allocation and a tailored action plan.

Retirement planning

Analysis of retirement provision and retirement planning; selecting the time to retire, pension or lump sum from the 2nd pillar, payout of benefits and cover for the spouse or partner.

Mortgage

Advice for real estate financing, preparing the budget and application file, sourcing the appropriate lending institution, negotiating terms and support through to signature.

Sustainable and responsible investing

Advice on sustainable, ethical and responsible investments; investor profile, needs and goals analysis, selecting investment solutions based on financial capacity, time horizon and risk.

AFA training

Training for AFA insurance intermediaries, in Standard or Pro version; exam preparation, up-to-date content, duration of 5 to 14 days depending on the format.

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Cabinet Devalte Sàrl

About the company

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Cabinet Devalte Sàrl

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