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DirectoryFinance & InsuranceFinancial ServicesMelsFIT Finanzberatung AG
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FIT Finanzberatung AG

Summary

About the company

FIT Finanzberatung AG provides financial advisory services to private clients and businesses in the areas of financial planning, pensions and taxation. Services include mortgage and property financing calculations, pension and estate planning, preparation of guardianship/advance directives, inheritance division and estate inventories, as well as handling inheritance and gift tax matters. The firm also advises on company organisation, business formation, succession planning and related tax issues.

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Industry:Financial Services
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Financial advice and financial planning
Advice on everyday financial matters and comprehensive financial planning for private individuals in every life phase; long-term analyses of income, assets and taxes.
Home ownership and financing
Advice on owner-occupied homes and property/mortgage financing, transfers of property to descendants and family members, as well as review and organisation of property contracts.
Retirement
Planning retirement provision and retirement, tax optimisation in retirement, decision support between an annuity and capital, and calculation of mortgage affordability in later life.
Taxes
Advice on tax matters, preparation of tax returns, settlement of inheritance, gift and real estate capital gains taxes, as well as correspondence with the tax authorities.
Retirement planning and risk analysis
Analysis of shortfalls in provision and risks in the event of death, accident or illness; review of insurance and retirement provision products, social security entitlements, and preparation of care mandates and advance directives.

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Location

Grofstrasse 34
8887 Mels

At a glance

Legal form
Corporation
UID
CHE-390.796.159
Founded
2020 · 6 years
Last commercial register change
December 28, 2020
Employees
1 to 10

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