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DirectoryFinance & InsuranceFinancial ServicesMeyrinCPP CONSEIL EN PROTECTION PATRIMONIALE Sàrl
CPP CONSEIL EN PROTECTION PATRIMONIALE Sàrl Logo
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CPP CONSEIL EN PROTECTION PATRIMONIALE Sàrl

Summary

About the company

The core activity of CPP (Comprehensive Pension Planning) is consulting and planning pension and retirement solutions for private individuals and companies in Switzerland. This includes in particular: retirement planning and old-age provision, asset protection and risk management, tax optimization, especially in the 2nd and 3rd pillar, mortgages and real estate financing, inheritance planning, and consulting on the selection and management of pension funds and retirement products. The company also offers services for companies, such as setting up and managing occupational pension plans and pension funds, as well as consulting on the implementation of personnel departures and transitions.

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Products & services

Industry:Financial Services
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Wealth protection advisory
Advisory for individuals and companies on wealth protection, risk coverage and retirement planning, with an analysis of life situations and the search for suitable solutions.
Retirement and retirement planning
Retirement analysis, choice between an annuity and a lump sum, early or deferred pension, optimisation of 3rd pillar assets and consideration of the tax consequences.
BVG advisory and pension fund solutions
Review of the pension fund, benefits in the event of invalidity or death, BVG purchases, optimisation of acquired benefits and transfer of vested benefits.
Financial planning for property purchase
Feasibility analysis, mortgage financing, choice of bank or insurer, amortisation, own funds, tax consequences and protection of the investment.
Risk coverage and death/disability advisory
Assessment of coverage needs, additional life insurance, protection in the event of an accident, invalidity, prolonged illness or death.

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Location

Promenade du Voisinage 7
1217 Meyrin
Opening hours
Mon
09:00 - 17:00
Tue
09:00 - 17:00
Wed
09:00 - 17:00
Thu
09:00 - 17:00
Fri
09:00 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Limited Liability Company
UID
CHE-360.997.061
Founded
2017 · 9 years
Last commercial register change
September 28, 2023
Employees
1 to 10

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