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.

Outbound Leads by COHAGA

Looking for direct email addresses and phone numbers?

Leadhub delivers verified contact details and decision-makers from over 750,000 Swiss companies — management, procurement, marketing, HR.

Discover Leadhub

Serge Heberling

About the company

Products & services

Looking for direct email addresses and phone numbers?

Serge Heberling

About the company

Products & services

Looking for direct email addresses and phone numbers?

Aggregated rating

No knowledge articles yet

Serge Heberling in comparison

Industry comparisons are coming soon

Similar companies