The core activity of DiLife is financial consulting, particularly in the areas of tax consulting, investment, pension planning and retirement provision. The company offers individual solutions for customers to achieve their financial goals and secure their future.
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Offering
Products & services
Industry:Financial Services
✓ Offered5
Tax consulting
Tax returns, withholding tax or subsequent ordinary tax assessment, tax optimization based on personal circumstances and goals, support with completing complex forms.
Savings structuring
Building and structuring savings, diversification of savings balances, adapting the asset strategy to medium- and long-term goals.
Provision planning
Individual provision solutions, building capital for the future, coverage for accidents, illness or death, supplementing state provision.
Investment management
Investment strategies and selection of investment options based on decisions and convictions, including environmentally friendly solutions with attractive returns.
Retirement planning
Planning for retirement, optimizing income, capital and assets, preparation for pension drawdown and residence decisions in retirement.
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