The core activity of FINAS Broker AG is the independent and neutral brokerage of financial and insurance services for private and corporate clients. This includes consulting and brokerage of insurance, pension and risk management, property and asset insurance, personal insurance, as well as financial planning and consulting. The company works with leading insurance companies and selected banking institutions, but remains independent and free in its choice.
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Industry:Insurance Brokerage & Consulting
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Insurance for private clients, assessment of underinsurance and overinsurance, clarification of needs, risk coverage, property and asset insurance as well as personal insurance.
Retirement and protection planning advisory
Provision planning for illness, accidents and death, coordination of personal insurance, benefits after retirement and an individual analysis of the protection situation.
Retirement advisory
Advice on receiving an annuity or withdrawing capital, early retirement and the implications for taxes and inheritance law.
Tax advisory
Tax optimisation, tax benefits of insurance and financial investments, and the tax consequences of owning property, inheritances and gifts.
Inheritance and beneficiary advisory
Advice on designating partners as beneficiaries, on inheritance law implications and on optimising the family and personal situation.