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DirectoryFinance & InsuranceFinancial ServicesGlattbruggFinex Consulting GmbH
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Finex Consulting GmbH

Summary

About the company

Finex Consulting GmbH is an independent insurance broker and financial consultancy offering tailored insurance, pension, tax and investment services to private and corporate clients. The firm provides services such as insurance reviews, health insurance advice, pension planning and corporate consulting.

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Products & services

Industry:Financial Services
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Retirement planning advice
Analysis of existing retirement provision contracts, market comparisons and optimisation of old-age provision, disability coverage and term life insurance.
Insurance review
Independent analysis of existing policies for benefits, gaps, costs and up-to-date coverage; comparison with market offers and guidance on over- or underinsurance.
Pension planning
Analysis of AHV, pension fund and pillar 3a/3b, determination of the need for retirement provision and development of strategies to close any coverage gaps.
Tax consulting
Tax returns for individuals, tax advice for businesses as well as retirement, real estate and international tax planning.
Business consulting
Analysis, comparison and customisation of insurance solutions for SMEs and business owners, taking into account both business and private risks.

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Location

Wallisellerstrasse 116
8152 Glattbrugg

At a glance

Legal form
Limited Liability Company
UID
CHE-233.490.333
Founded
2025 · 1 year
Last commercial register change
January 29, 2026
Employees
1 to 10

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