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ExaConseils Sàrl

Summary

About the company

The core activity of ExaConseils Sàrl is to provide economic and financial consulting services to private individuals, including: Global financial consulting, Real estate acquisition and management, Pension and retirement planning (3rd pillar), Retirement and pre-retirement planning, Savings and investment advice. The company offers comprehensive consulting that takes into account not only financial aspects, but also personal and family goals and lifestyles.

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Products & services

Industry:Financial Services

✓ Offered6

Comprehensive financial advice

Global economic and financial advice for individuals, taking into account their family and professional situation, goals, lifestyle, and needs in the short, medium and long term.

Property acquisition in Switzerland or nearby France

Property acquisition in Switzerland or nearby France, including a feasibility study, alternative financial plan variants, property search, financing, taxation and refinancing.

Pillar 3a and retirement planning

Advice on retirement planning and Pillar 3, including analysis of the situation, definition of needs, comparative solutions between banks and insurance providers, choice of providers and taxation.

Retirement and early retirement planning

Advice on retirement and early retirement, including defining objectives, studying needs, comparing capital, pension or combined solutions, and tax aspects.

Savings and investment improvement

Advice on savings and investments, including defining objectives, assessing solutions, balancing return and security, and taking into account the investment horizon and taxation.

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ExaConseils Sàrl

About the company

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ExaConseils Sàrl

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