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DirectoryFinance & InsuranceFiduciary OfficesTägerwilenSwissplana GmbH
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Verified· 3 sources

Swissplana GmbH

Summary

About the company

The core activity of Swissplana GmbH is tax consulting and wealth creation for individuals in the healthcare sector, particularly for medical professionals. The company provides individual consulting, analysis and strategy development to achieve its clients' financial goals and optimize their taxes.

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Offering

Products & services

Industry:Fiduciary Offices
✓ Offered
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5
Financial advice for healthcare professionals
Tailored financial advice for medical staff, nursing professionals and doctors; analysis of the financial situation, development of a customised strategy, personal support and annual follow-up.
Tax optimization
Tax optimization with compliant tax planning for people in the healthcare sector; analysis of income, expenses, assets and liabilities, and support with administrative formalities.
Wealth accumulation and retirement planning advice
Wealth accumulation and retirement planning advice for healthcare professionals; building a financial foundation, growing assets and ensuring long-term financial security.
Free initial consultation
Free, non-binding initial consultation by phone or online; initial review of the situation, clarification of needs and assessment of whether advice is worthwhile.
Online consulting
Online consulting via Zoom or digital, without paperwork; analysis of the financial situation and development of an implementable strategy remotely.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 29 reviews across all connected sources

Sources
GGoogle529
★TrustpilotSoon
PProvenExpertSoon

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Location

Lohstampfestrasse 11
8274 Tägerwilen
Opening hours
Mon
09:00 - 18:00
Tue
09:00 - 18:00
Wed
09:00 - 18:00
Thu
09:00 - 18:00
Fri
09:00 - 18:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Limited Liability Company
UID
CHE-347.809.186
Founded
2024 · 2 years
Last commercial register change
February 16, 2026
Employees
1 to 10

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