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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingSurseeFrey Finanz Consulting AG
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Frey Finanz Consulting AG

Summary

About the company

Frey Finanz Consulting AG is a financial consulting firm offering independent, holistic financial and retirement planning. Services include advice on wealth management, pension and retirement planning, insurance and health insurance, tax matters, real estate and corporate/SME issues.

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Offering

Products & services

Industry:Insurance Brokerage & Consulting
✓ Offered8
Wealth management and portfolio management
Wealth planning, analysis of investment objectives and risk, optimisation of the investment portfolio, diversification, ongoing reporting and review of the investment strategy.
Retirement planning advice
Pension planning analysis, review of coverage gaps and overinsurance, advice on the 3rd pillar as well as tax savings and financing for home ownership.
Insurance advisory
Review of existing insurance concepts, identification of gaps and overinsurance, arrangement of suitable solutions, ongoing support and review of risks and coverages.
Health insurance advisory
Independent comparison of health insurers, analysis of premiums and benefits, selection of a suitable solution for individuals and families.
Tax advice and tax return preparation
Tax planning, reducing the tax burden, analysis of retirement provision, investments, real estate, businesses and retirement; preparation of tax returns and representation before the tax authorities.
Retirement planning advice
Retirement planning, analysis of withdrawals as a lump sum or pension, liquidity, tax optimisation, estate planning, home ownership and investment strategy in retirement.
Mortgage financing advice
Affordability calculation, optimisation of home financing, negotiations with banks and lending institutions, and support with mortgage amortisation and interest rates.
SME and corporate consulting
Insurance solutions for businesses, BVG assessment, tax planning for business activities and support with company formation.
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Location

Rosenweg 6
6210 Sursee

At a glance

Legal form
Corporation
UID
CHE-114.470.051
Founded
2008 · 18 years
Last commercial register change
January 22, 2010
Employees
1 to 10

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