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DirectoryFinance & InsuranceFinancial ServicesBernTH Finanzberatung Timo Haack
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TH Finanzberatung Timo Haack

Summary

About the company

The core activity of TH Finanzberatung is independent financial consulting for private individuals. This includes in particular: budget consulting, pension planning (e.g. AHV, PK, 3a life insurance, retirement), and asset consulting (e.g. investment of money, asset planning). The financial advisor works on a fee basis and does not receive commissions from financial institutions or insurance companies to ensure independent and objective advice.

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Offering

Products & services

Industry:Financial Services
✓ Offered4
Budget counselling
Help with debt and credit card issues, overview of income and expenses, monthly budget plan, automate payment and saving amounts, set up, switch or cancel contracts.
Retirement provision advice
Retirement provision analysis for Pillar 1, 2 and 3, review of coverage for disability, accidents and death, planning the funds for the (early) retirement pension, PK optimisation.
Wealth management advice
Investment advice without minimum amounts, analysis of existing portfolios and securities accounts, review of asset classes, diversification, risk and return opportunities, comparison of real estate and mortgages.
Financial coaching
Financial education for every gender, profession and age, handling money for children and young people, support with money problems, training for expats and immigrants.
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Location

Manuelstrasse 74
3006 Bern

At a glance

Legal form
Sole proprietorship
UID
CHE-431.001.115
Founded
2021 · 5 years
Last commercial register change
December 28, 2021
Employees
1 to 10

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