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DirectoryFinance & InsuranceFinancial ServicesBaselCarefinance GmbH
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Carefinance GmbH

Summary

About the company

Carefinance GmbH provides holistic financial planning that integrates banking, insurance and tax advice. The company acts as an intermediary for product partners and serves private and corporate clients with services including insurance advice, retirement/pension planning, investment and asset management, tax assistance, and real-estate and mortgage consulting.

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Offering

Products & services

Industry:Financial Services
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✓ Offered9
Comprehensive financial planning
Comprehensive financial advice, individual financial strategies, insurance comparisons and solutions, retirement provision solutions, as well as advice on building and investing assets.
Insurance
Insurance advice for private and business clients, including portfolio management, risk assessment, suitable sum insured, waiting periods, periods of forfeiture, and package solutions.
Retirement provision
Advice on Pillar 3a and 3b, loss of earning capacity, early retirement, retirement funds, interest, and the choice between a bank and an insurance solution.
Retirement planning
Pension and retirement planning with questions about taking benefits as a lump sum or as a pension, AHV pension, early retirement, tax optimisation and investing retirement funds.
Real estate consulting
Advice on buying and selling real estate, including costs and taxes, fair valuation, and involving a broker when selling.
Financing for residential property
Financing advice for owner-occupied homes, assessment of affordability, mortgage comparison, indirect amortisation, tax-optimised financing and optimisation of existing financing.
Investment & asset management
Investment advice and asset management with sustainable wealth building, risk minimisation, diversification, ETF themes and suitable investment options.
Tax
Tax advice and completion of the tax return, including declaration of existing and future items, as well as questions about tax burden and withholding tax.
Pension fund
Advice on the pension fund for companies, regarding fully and partially autonomous pension funds, executive solutions, return, underfunding, costs and switching the fund.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 167 reviews across all connected sources

Sources
GGoogle5167
★TrustpilotSoon
PProvenExpertSoon

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Location

Pelikanweg 2
4054 Basel
Opening hours
Mon
08:00 - 19:00
Tue
08:00 - 19:00
Wed
08:00 - 19:00
Thu
08:00 - 19:00
Fri
08:00 - 19:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Limited Liability Company
UID
CHE-270.147.365
Founded
2018 · 8 years
Last commercial register change
March 16, 2023
Employees
21 to 50

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