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DirectoryFinance & InsuranceFinancial ServicesNeueneggMauerhofer Finanzplanung
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Mauerhofer Finanzplanung

Summary

About the company

The core activity of Mauerhofer & Co. Finanzplanung is neutral and independent financial planning, including investment, pension and tax consulting. The company offers comprehensive advice and support in the following areas: Investments: transparency, security, return, liquidity and time horizon; Pension planning: private and mandatory pension planning; Taxes: optimization of tax returns for individuals and companies; Gold and Silver: investment in gold and silver as a 'safe haven'. The company provides individual advice and support through a competent team and values trust, competence, neutrality and respect.

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Products & services

Industry:Financial Services
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Investment advisory and wealth management
Independent investment advisory and wealth management with portfolios aligned to security, return, liquidity and investment horizon; selection of individual investment instruments and wealth development viewable online.
Retirement and pension provision advisory
Advice on private provision, pillar 3, pension fund, vested benefits accounts and life insurance; provision analysis, coverage gaps, provision and pension planning, and collaboration with a notary.
Tax advisory and tax return
Tax returns for individuals and SMEs, tax planning and tax optimisation; review of tax assessments/notices, preparation of objections, as well as fiduciary services and bookkeeping.
Gold and silver consulting
Consulting on gold and silver investments, precious metals and reserves in the form of precious metals; gold prices, silver bars and bank-independent storage solutions.
Insurance consulting
Consulting on property, liability, motor vehicle, building, daily cash and accident insurance as well as health insurance.

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Location

Dammweg 13
3176 Neuenegg

At a glance

Legal form
Sole proprietorship
UID
CHE-105.279.991
Founded
1999 · 27 years
Last commercial register change
April 7, 2026
Employees
1 to 10

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