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DirectoryFinance & InsuranceFinancial ServicesLucerneDietschiberg Finanz AG
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Dietschiberg Finanz AG

Summary

About the company

The core activity of Dietschiberg Finanz AG is independent financial consulting for private individuals, foundations and companies in the areas of financial planning, investments, financing and real estate.

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Offering

Products & services

Industry:Financial Services
✓ Offered5
Financial planning
Financial planning for private individuals, foundations and entrepreneurs; analysis of needs, budget and financial KPIs, as well as questions relating to retirement, wealth accumulation, provisions, estate planning and real estate.
Investment advisory
Investment advisory for securities investments; second opinion, needs analysis, return-risk profile, portfolio account analysis, wealth structuring, selection of financial service providers, as well as ongoing review and adjustment.
Financing and mortgage advisory
Financing and mortgage advisory for new mortgages, bridging loans, extensions, business financing, owner-occupied homes, holiday properties, investment properties and real estate projects.
Real estate marketing
Marketing of selected properties on behalf of owners; market and property analysis, sales documentation, listings, viewings and support through to the notary deed.
Real estate project management support
Real estate project management support for property projects, from needs assessment through feasibility study and detailed planning to financing, building permit submission and delivery with site management.
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Location

Matthofstrasse 29
6005 Lucerne

At a glance

Legal form
Corporation
UID
CHE-375.272.015
Founded
2020 · 6 years
Last commercial register change
September 11, 2020
Employees
1 to 10

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