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DirectoryFinance & InsuranceFinancial ServicesChamFrenkel Consulting GmbH
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Frenkel Consulting GmbH

Summary

About the company

The core activity of Frenkel Consulting is independent financial consulting, particularly in the area of asset management, with a focus on: Investment advice, Insurance consulting (Health Insurance, Vested Benefits), Retirement planning (Retirement Plans, 3a/3b), Mortgage consulting (Home Financing), and Children's investment plans. The company provides individual, independent, and customer-specific financial solutions, especially for expats in Switzerland.

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Products & services

Industry:Financial Services
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✓ Offered8
Independent Financial Advice
Independent advice on money matters, investments, retirement planning, taxes and insurance; analysis of the individual situation, comparison of options and ongoing support.
Investment Advice
Investment products and investment solutions with bank-backed guarantees; advice on capital placements and selection of suitable investment opportunities.
Mortgage and Home Financing Advice
Advice on home financing, long-term financing and decisions relating to the purchase or financing of a private home.
Retirement Planning Advice
Advice on vested-benefit accounts and pension solutions, including searching for, locating and investing forgotten retirement funds.
Child Savings and Investment Planning
Financial plans for children’s future, including income protection in case of illness and long-term retirement planning.
Health Insurance Consulting
Comparison and optimization of health insurance plans based on needs, activities and budget; selection of suitable insurance models with the lowest possible premiums.
Tax Consulting
Tax return preparation with tips and tricks for future tax optimization and saving on taxes.
Insurance Review
Analysis of liability, legal protection, motor vehicle, valuables, household contents and travel insurance; identification of unnecessary coverages and potential savings.
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Location

Sinserstrasse 65
6330 Cham

At a glance

Legal form
Limited Liability Company
UID
CHE-374.714.890
Founded
2022 · 4 years
Last commercial register change
January 22, 2026
Employees
1 to 10

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