Fina Holding AG provides comprehensive financial advisory services for private individuals and companies. Its services include financial planning, retirement and pension planning, tax advisory, insurance advisory, real estate and mortgage services, and sustainable investments.
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Industry:Fiduciary OfficesFinancial Services
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Holistic financial advice for companies and private households, with personal support across multiple financial topics and coordinated guidance from one source.
Pension and Retirement Planning
Pension planning, pillar 3 comparisons, retirement-gap calculations and retirement planning for private individuals and couples.
Tax Advisory and Tax Return Preparation
Tax advisory, tax planning, tax optimization and preparation of tax returns for different life situations and customer groups.
Mortgage and Housing Services
Mortgage comparisons, affordability checks, free property valuation and support with buying and selling real estate.
Insurance Advice and Health Insurance Comparison
Reviewing, comparing and optimizing insurance policies and health insurance, including independent advice on relevant cover and supplementary insurance.
Sustainable Wealth Investment
Sustainable wealth investments and impact investing with environmentally and socially oriented investment solutions.
Legal Safeguarding Advice
Advance directives, living wills, wills, powers of attorney and related topics concerning self-determination and estate arrangements.
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