Orivest GmbH is a consulting firm that provides financial advice, insurance consulting, pension planning and fiduciary/accounting services to private and corporate clients. Its services include wealth-building strategies, support for real-estate financing and tailored financial planning.
Analysis of the current financial situation, development of investment strategies, and support with financing for single-family homes, multi-family homes, condominium ownership, investment properties and holiday apartments.
Insurance
Insurance consulting and management with needs analysis, market positioning, and support for health insurance, household contents, property, liability, motor vehicle and legal protection insurance.
Retirement planning
Individual retirement planning with retirement analysis, financial plan, pension planning and solutions for AHV, pension fund, lump-sum capital withdrawal, the home you live in during retirement and tax implications.
Fiduciary services
Fiduciary services for accounting, financial management, company formation, selection of the legal form, entry in the commercial register, tax advice, tax returns and retirement planning advice.
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