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DirectoryFinance & InsuranceFinancial ServicesLausannePerenity Finance Sàrl
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Perenity Finance Sàrl

Summary

About the company

The core activity of Perenity Finance Sàrl is the provision of financial services, particularly in the areas of: * Financial optimization * Prevention and provision (e.g. health insurance, accident insurance) * Mortgages and real estate financing * Investments and asset management. The company offers consulting services to support customers in achieving their financial goals. This includes analyzing the current financial situation, developing strategies and implementing measures to optimize finances.

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Products & services

Industry:Financial Services
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✓ Offered4
Optimisation
Review of insurance contracts, identification of overlaps and unnecessary coverage, with advice to adjust the situation and reduce costs.
Retirement planning
Personalised advice on retirement planning, analysis of the situation and support to define a strategy tailored to life goals.
Mortgage
Mortgage advice for a first property purchase, financing plan, borrowing capacity, mortgage interest rates and equity.
Investments
Investment advice and savings plan, selecting suitable solutions for property, entrepreneurial or personal projects.

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Location

Avenue Louis-Ruchonnet 14
1003 Lausanne

At a glance

Legal form
Limited Liability Company
UID
CHE-155.053.199
Founded
2020 · 6 years
Last commercial register change
October 12, 2023
Employees
1 to 10

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