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DirectoryFinance & InsuranceFinancial ServicesThunNicolas Grundisch Pensionsplanungen GmbH
Nicolas Grundisch Pensionsplanungen GmbH Logo
Verified· 3 sources

Nicolas Grundisch Pensionsplanungen GmbH

Summary

About the company

The core activity of Pensionsplanungen GmbH is the creation of individual pension plans for private individuals, aiming to optimize their financial situation before and after retirement. This includes analyzing future liquidity, combining tax-advantaged provisions (particularly in the area of BVG) and developing strategies for financial security in retirement.

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Pension plan
Consolidation of budget, tax and wealth planning; overview of income, assets and tax situation for the next 10 years, as well as the financial effects of retirement.
Commentary
Written assessment of the pension plan with recommendations on annuity versus lump-sum, buying or selling a house, bridging the income gap, pension fund purchases and early retirement.
Measures catalogue
Chronologically ordered measures from the recommendations in the commentary, including time-critical decisions; serves as a roadmap for implementation by the client.
Supporting calculations
Attachments to the pension plan with budget planning, tax planning, development of free and restricted investment assets, graphical displays and further calculations such as affordability or return.
Reviews

Aggregated rating

Aggregated rating
4.9
of 5

Aggregated from 90 reviews across all connected sources

Sources
GGoogle4.990
★TrustpilotSoon
PProvenExpertSoon

Further sources are added continuously and factored into the ranQ Rating.

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Location

Frutigenstrasse 21
3600 Thun
Opening hours
Mon
08:00 - 18:00
Tue
08:00 - 18:00
Wed
08:00 - 18:00
Thu
08:00 - 18:00
Fri
08:00 - 18:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Limited Liability Company
UID
CHE-114.429.232
Founded
2008 · 18 years
Last commercial register change
September 19, 2024
Employees
1 to 10

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