RVT Finanz AG is an independent financial services firm advising private clients and companies. Its services include pension and estate planning, investment advice, asset management, mortgage consultancy, retirement provision planning and tax-related guidance.
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Products & services
Industry:External Asset Management
✓ Offered6
Wealth management
Independent wealth management, active management according to investment guidelines, bank- and revenue-independent administration, long-term support and ongoing consideration of market changes.
Pension planning
Independent pension planning with decision-making inputs for retirement, protection of income and assets, tax optimisation, and support for early retirement and taking retirement benefits.
Mortgage advisory
Independent mortgage advisory with a financing concept, comparison of bank offers, selection of mortgage models, tax planning and review of retirement-protection coverage.
Investment advisory
Professional investment advisory including implementation of investment decisions, periodic review of the securities portfolio and recommendations for existing investments.
Retirement provision planning
Analysis of existing family and retirement provision, cost-benefit optimisation and neutral quotation comparisons for planning retirement benefits.
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