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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint744,769 companies indexed · Last updated: today
DirectoryFinance & InsuranceFinancial ServicesBussignySerge Heberling
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Verified· 3 sources

Serge Heberling

Summary

About the company

Serge Heberling provides personal financial advisory services focused on pensions, taxation, mortgage financing, insurance and wealth management. Services include assessment of clients' financial situations, preparation and monitoring of financial plans, and tools such as an online mortgage calculator.

AI-generated
Offering

Products & services

Industry:Financial Services
✓ Offered7
Personal financial advice
Personalised financial advice for real estate, credit, retirement provision, taxation, insurance and wealth management, with support in the process and implementation.
Mortgage financing
Analysis of financial capacity and budget, structuring the mortgage based on the interest rate, term and amortisation, support throughout the process and in making the decision.
Tax planning
Analysis of personal or family tax situation, identification of possible savings, legal optimisation of deductions and medium-term tax planning.
Retirement provision (AHV/BVG/3rd pillar)
Analysis of coverage under AHV, BVG and the 3rd pillar, identification of gaps or overlapping cover, proposal of solutions tailored to the situation and life goals.
Retirement
Estimation of future income, analysis of the need for additional savings and support in setting up a savings plan tailored to the profile.
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Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 1 reviews across all connected sources

Sources
GGoogle51
★TrustpilotSoon
PProvenExpertSoon

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Location

Chemin de Dallaz 14
1030 Bussigny

At a glance

Legal form
Sole proprietorship
UID
CHE-454.048.783
Founded
2020 · 6 years
Last commercial register change
January 17, 2024
Employees
1 to 10

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