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DirectoryBusiness & Technical ServicesManagement ConsultingSchlierenderfinanzplaner.ch GmbH
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derfinanzplaner.ch GmbH

Summary

About the company

derfinanzplaner.ch GmbH provides independent fee-based financial and pension planning services, including retirement provision, estate and tax planning, business succession advice and guidance on wealth strategy.

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Products & services

Industry:Management ConsultingFinancial Services
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Comprehensive Financial Planning
Comprehensive financial advisory on asset structure, risk components and «human capital»; includes strategic asset allocation, a financial overview and support without product sales.
Retirement Planning and Provision
Retirement planning and provision planning with analysis of the personal situation, development of individual strategies and support for a carefree retirement.
Estate and Tax Planning
Estate and tax planning taking into account marital property and inheritance law, as well as targeted tax optimisation to relieve the estate.
Financial Seminars and Academy Courses
Seminars and courses on financial planning, pension planning and financial education; including do-it-yourself financial planning and practice-oriented further training with software application.

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Location

Wiesenstrasse 10a
8952 Schlieren

At a glance

Legal form
Limited Liability Company
UID
CHE-217.254.610
Founded
2016 · 10 years
Last commercial register change
April 9, 2025
Employees
1 to 10

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