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DirectoryFinance & InsuranceExternal Asset ManagementThunMITHRAS Finanzplanung AG
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MITHRAS Finanzplanung AG

Summary

About the company

The core activity of WEST Beratungszentrum GmbH is to provide consulting services to private individuals and companies in the following areas: Financial consulting, Asset management, Tax consulting (including preparation of tax returns), Insurance consulting (property, asset and personal insurance), Pension planning, and Capital investment. The company offers individual and professional consulting services to optimize the financial affairs of its clients.

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Products & services

Industry:External Asset Management
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✓ Offered10
Filing tax returns
Prepare Swiss tax returns for individuals, submit requests for extensions, review tax assessments, and draft objections if needed.
Tax advisory
Tax advice with guidance on deductions, tax optimisation, and improving the tax situation for private individuals in Bern, Thun and throughout Switzerland.
Retirement planning advice
Advice on private retirement provision, on Pillar 3a and 3b, on closing income gaps in retirement, and on maintaining your standard of living.
Insurance advisory
Advice on property, asset and personal insurance, including household contents, private liability, motor vehicle, legal protection, travel and valuables insurance.
Health insurance advisory
Analysis of health-insurer portfolios, assessment of basic and supplementary coverage, and support for questions relating to health prevention.

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Location

Freienhofgasse 18
3600 Thun

At a glance

Legal form
Corporation
UID
CHE-111.737.588
Founded
2006 · 20 years
Last commercial register change
September 13, 2024
Employees
1 to 10

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