Verified· 3 sources

SHANSA SA

Summary

About the company

The core activity of Shansa SA is the provision of financial services, particularly in the following areas: * Financial consulting and asset management (Shansa Invest) * Real estate consulting and brokerage (Shansa Immo) * Health and medical consulting (Shansa Med) * Insurance and risk management (Assurances de Risques) * Tax and financial planning (Fiscalité) * Career and pension planning (Carrière) The company offers its clients individual solutions and consulting in these areas to achieve their financial goals and improve their asset situation.

AI-generated

Offering

Products & services

Industry:Financial Services

✓ Offered8

Financial advice

Personalised financial advice, situation review, neutral and tailored solutions for professional and private phases, with an analysis appointment and ongoing support.

Pension planning & tax optimisation

Pension planning, retirement planning, tax optimisation, income protection and solutions related to the three pillars and the second pillar.

Insurance

Health insurance, property insurance, risk and legal protection, with coverage analysis, supplementary coverage, deductible and personal liability/household.

Financial planning

Retirement planning, optimisation of the second pillar and wealth management, with analysis and advice tailored to the client’s situation.

Mortgage financing

Support to become a homeowner, buy a second home, renew a mortgage and finance an income-producing property.

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

SHANSA SA

About the company

Products & services

Looking for direct email addresses and phone numbers?

SHANSA SA

About the company

Products & services

Looking for direct email addresses and phone numbers?

Aggregated rating

No knowledge articles yet

SHANSA SA in comparison

Industry comparisons are coming soon

Similar companies