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DirectoryFinance & InsuranceFiduciary OfficesVolketswilFiniens - Excellence in Life Planning AG
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Finiens - Excellence in Life Planning AG

Summary

About the company

The core activity of Finiens ELP is comprehensive financial and life planning for private individuals, particularly top athletes, as well as investment consulting and asset management. The company offers individual solutions for customers to increase their financial security and quality of life. The services include, among other things, the creation of asset plans, the investment of funds in various asset classes, and advice on succession planning.

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Comprehensive financial planning
Build wealth and use wealth; personal life and financial planning with systematic situation review, goal definition and opportunity/risk analysis.
Life and financial planning for top athletes
Life and financial planning for top athletes; identify opportunities and risks early, tackle them systematically and tailor them to the athlete's specific life situation.
Personal mandate, advance healthcare directive and document storage
Personal mandate, advance healthcare directive as well as document storage and management as part of a coordinated, holistic service.

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Location

Pfarrain 17
8604 Volketswil

At a glance

Legal form
Corporation
UID
CHE-114.107.449
Founded
2008 · 18 years
Last commercial register change
March 6, 2017
Employees
1 to 10

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