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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingEgg B. ZürichMORAINE LIFE GmbH
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MORAINE LIFE GmbH

Summary

About the company

The core activity of Moraine Life GmbH is personal customer care and senior accompaniment, particularly in the areas of finance, investments, insurance and real estate. The company offers individual consulting and accompaniment for seniors and other clients to meet their financial and personal needs. The services include, among others: financial consulting and investment consulting, insurance consulting, real estate valuation and consulting, senior accompaniment and care. The company also works with a network of partners to offer comprehensive care and consulting.

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Products & services

Industry:Insurance Brokerage & ConsultingReal Estate Brokerage
✓ Offered5
Senior companionship
Warm and caring support for elderly people, outings and trips, help in the office as well as administrative relief.
Insurance brokering and advisory
Comparison of health insurers and non-life insurance as an independent insurance broker, including an assessment of the potential savings for basic, supplementary, motor vehicle, household contents and private liability insurance.
Real estate brokering and advisory
Mortgage structures, collateral and affordability analyses, sales documentation, marketing, property viewings, support with the purchase agreement, coordination of renovations and real-estate search mandate.
Market value assessment
Determination of the current market value of real estate, including an appraisal, analysis of relevant location and property parameters, and valuation in case of intent to sell.
Retirement and financial advisory
Advisory on second-market life insurance, pillar 3 private retirement provision, occupational pension provision and tax returns.

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Location

Büelhalde 11
8132 Egg B. Zürich

At a glance

Legal form
Limited Liability Company
UID
CHE-313.669.160
Founded
2021 · 5 years
Last commercial register change
May 27, 2021
Employees
1 to 10

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