Elfina GmbH provides independent financial and retirement planning advice and bookkeeping services. Services include personalised financial and pension plans and guidance on pension funds, pillar 3a savings, tax aspects, home financing and inheritance matters.
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Industry:Fiduciary OfficesFinancial Services
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Individual advice on finances, income and expenses, assets and liabilities, financing strategies, as well as tax potential and financial decisions.
Pension planning consulting
Advice on the pension fund, Pillar 3, AHV/IV, protection in case of illness or accident, and on taking a lump sum or a pension, including retirement planning.
Accounting consulting
Support with bookkeeping, costs, income, assets and liabilities, and with the structured handling of financial documents and an overview of the figures.
Retirement planning
Guidance in retirement planning, early or partial retirement, and in assessing pension benefits and payout options.
Tax consulting
Review and optimisation of tax aspects, tax potential and tax-relevant decisions related to pension provision, assets and home ownership.
Estate and inheritance consulting
Advice on estates, inheritances and gifts, as well as on questions of beneficiaries and the financial impact on personal planning.
Pillar 3 consulting
Advice on Pillar 3a, including benefits and possible uses, as well as retirement provision topics related to building private retirement savings.
Home ownership and financing consulting
Support with buying home ownership, mortgages and general financing questions, with a focus on feasibility and long-term stability.
Pension fund and retirement provision consulting
Analysis and optimisation of the pension fund and retirement provision, including purchases into the pension fund, insurance coverage and decisions on benefit payouts.
Financial planning
Creation of an individual financial and retirement plan, including an analysis of income, expenses, assets and liabilities, as well as scenarios and suggested measures.
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