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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingVolketswilGoodlife Beratung GmbH
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Goodlife Beratung GmbH

Summary

About the company

The core activity of Goodlife Beratung GmbH is the independent consulting and brokerage of insurance and capital formation solutions for private individuals. The company offers tailored solutions in the areas of health insurance, property insurance, life insurance, pension planning, asset accumulation and investment strategies.

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Products & services

Industry:Insurance Brokerage & Consulting
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Health insurance advice
Health insurance in Switzerland, including basic coverage and supplementary insurance; needs analysis, comparison of offers, and support in choosing the right solution.
Property insurance advice
Property insurance in Switzerland, in particular household insurance, liability insurance, and special coverage for valuables; analysis of existing solutions and support in arranging the right protection.
Financial planning
Financial planning in Switzerland with wealth planning, retirement provision, tax optimisation, insurance matters, and investment advice; individual strategies and ongoing support.
Financial analysis
Analysis of the financial situation including data collection, evaluation, risk and opportunity assessment, and report preparation; a basis for insurance, investment, and retirement solutions.
Personal evaluation and implementation
Evaluation of the analysis according to personal needs and subsequent implementation with goal setting, strategy development, product selection, action plan, and continuous monitoring.

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Location

Industriestrasse 25
8604 Volketswil
Opening hours
Mon
09:00 - 19:00
Tue
09:00 - 19:00
Wed
09:00 - 19:00
Thu
09:00 - 19:00
Fri
09:00 - 19:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Limited Liability Company
UID
CHE-409.475.239
Founded
2024 · 2 years
Last commercial register change
July 22, 2024
Employees
1 to 10

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