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DirectoryFinance & InsuranceFiduciary OfficesSteinhausenElfina GmbH
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Elfina GmbH

Summary

About the company

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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Products & services

Industry:Fiduciary OfficesFinancial Services
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Financial consulting
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.

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Location

Hochwachtstrasse 41
6312 Steinhausen

At a glance

Legal form
Limited Liability Company
UID
CHE-231.484.014
Founded
2023 · 3 years
Last commercial register change
December 5, 2023
Employees
1 to 10

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