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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingSurseeTria Consulting AG
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Tria Consulting AG

Summary

About the company

Tria Consulting AG provides independent financial and insurance advisory services, including retirement planning, investment/savings advice, tax planning and residential mortgage guidance. The company carries out needs analyses, market comparisons and tailored recommendations and is registered with FINMA as an unbound insurance intermediary.

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Products & services

Industry:Insurance Brokerage & Consulting
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Insurance advice
Independent insurance advice with analysis of existing policies, needs assessment, market comparison, individual recommendations, as well as ongoing support and adjustments.
Retirement provision
Advice on private retirement provision focusing on the three-pillar system, pillar 3a and 3b, retirement provision, early retirement and suitable pension solutions.
Pension planning
Pension planning for retirement with analysis of pension or lump-sum withdrawal, tax optimisation, personal insurance coverage and estate/beneficiary arrangements.
Investment advisory
Investment advice for building wealth with analysis of goals and risk tolerance and advice on shares, ETFs, bonds, real estate and alternative investments.
Home financing
Home financing including equity planning, comparison of mortgages, affordability assessment and preparation for the financing meeting.
Tax advisory
Tax advice including completion of the tax return, additional private balance sheet, and support regarding your tax situation and optimisation.
Support packages
Structured support packages with document service, finance coaching, market updates, tax return, private balance sheet and further support depending on the package.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 108 reviews across all connected sources

Sources
GGoogle5108
★TrustpilotSoon
PProvenExpertSoon

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Location

Industriestrasse 16
6210 Sursee
Opening hours
Mon
09:00 - 17:00
Tue
09:00 - 17:00
Wed
09:00 - 17:00
Thu
09:00 - 17:00
Fri
09:00 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-193.535.039
Founded
2021 · 5 years
Last commercial register change
December 19, 2024
Employees
1 to 10

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