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FANE FINANCE SA

Summary

About the company

The core activity of Fane Finance SA consists of providing financial services, including: financial consulting, tax consulting, insurance services, investment consulting, pension consulting, financing services, and real estate consulting. The company has been operating as an independent entity since 1998 and is recognized by the FINMA (Swiss Financial Market Supervisory Authority).

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Products & services

Industry:Financial Services

✓ Offered6

Financial and tax advice

Comprehensive, personalised advice in insurance, pension planning, mortgages and taxes, with a situation analysis, comparison of market offers and tailored recommendations.

Investments

Investment advice based on assets, risk profile, investment horizon and personal objectives, with selection of banking or insurance products.

Pension planning

Advice in individual pension planning, analysis of coverage in retirement and in case of disability, and guidance towards suitable solutions with banks, insurers and fund managers.

Insurance

Advice in health, property, vehicle and legal protection insurance, with an inventory of coverages, comparison of prices and benefits, and selection of necessary products.

Taxation

Tax advice, preparation of tax returns, review of tax assessments and assistance with tax authorities, including advance payments, objections and appeals.

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FANE FINANCE SA

About the company

Products & services

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FANE FINANCE SA

About the company

Products & services

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