The core activity of Finanzfokus GmbH is the provision of services in the areas of financial consulting, insurance and trust. Specifically, this includes the areas of financial consulting, financing (in particular for the acquisition of owner-occupied homes), trust and insurance. The company thus offers comprehensive financial solutions for private individuals and advises them holistically in all the mentioned areas.
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Industry:Financial Services
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Financial advice for saving, investing, mortgage financing for a home and tax optimization; including retirement planning, financing and cross-market solutions for individual financial goals.
Fiduciary services
Fiduciary services for bookkeeping, tax consulting, payroll accounting, HR, interim management and business consulting; including company formation, restructuring and process optimization.
Insurance consulting
Insurance consulting for private and business insurance; contract optimization, quotation comparisons and support with personal, property and claims cases.
Mortgage advisory
Independent mortgage advisory with market comparison, negotiation and recommendations; for buying a home, refinancing, extension or a second opinion for fixed-rate mortgages and SARON.
Retirement planning advisory
Retirement planning advice with an analysis of the AHV, pension fund and Pillar 3a; including gaps in coverage, disability, death, retirement and tax optimization.
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