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DirectoryFinance & InsuranceFinancial ServicesWettingenPatrick Liebi & Partner, Vorsorge- und Finanzplanungszentrum GmbH
Patrick Liebi & Partner, Vorsorge- und Finanzplanungszentrum GmbH Logo
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Patrick Liebi & Partner, Vorsorge- und Finanzplanungszentrum GmbH

Summary

About the company

The company's core activity is financial consulting and planning for private and corporate clients, including services such as asset management, pension planning, provision planning, inheritance consulting, tax optimization and succession planning.

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Products & services

Industry:Financial Services
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Financial planning
Financial planning looks at investments, retirement provision, insurance, taxes and budget holistically; analysis of the current situation, concrete optimization opportunities and support during implementation.
Retirement provision planning
Retirement provision planning for financial security in the event of disability, death and retirement; analysis of gaps in coverage, over-insurance, pensions, lump-sum withdrawals and insurance solutions 3a/3b.
Pension planning
Pension planning for the decision between a pension and a lump-sum withdrawal; clarification of taxes, pension fund benefits, estate matters and retirement financing.
Asset management
Asset management with investment planning taking into account taxes, risk willingness, risk capacity, liquidity needs and investment horizon; selection and monitoring of investment profiles.
Estate planning
Estate planning for timely arrangements, tax-optimal structuring, provision for a partner, as well as settlement and division of estates under the terms of the engagement.

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Location

Landstrasse 107A
5430 Wettingen

At a glance

Legal form
Limited Liability Company
UID
CHE-108.706.601
Founded
1997 · 29 years
Last commercial register change
September 10, 2025
Employees
1 to 10

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