WOLFF Finance provides independent financial advice and wealth management services. The company supports private individuals, families and entrepreneurs with financial planning, retirement provision, property financing and insurance.
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Products & services
✓ Offered6
Wealth Management
Analysis, structuring and ongoing management of wealth; coordination of investments, retirement planning, taxes and financing, with regular adjustments to personal and regulatory changes.
Financial Planning
Holistic financial planning with analysis of income, expenses, assets, debts and taxes; protection and retirement solutions, life-goal planning, plus implementation and follow-up.
Retirement and Pension Planning
Analysis and optimisation of AHV, occupational pension and third pillar; choice between capital and annuity, coordination with taxes, and protection in case of disability or death.
Property Financing
Assessment of financing capacity, structuring of mortgages and amortisation, consideration of own funds and affordability, plus support with refinancing, renovation and sale decisions.
Insurance Advice
Risk analysis and definition of the right level of cover; coordination of private insurance and occupational benefits, plus selection of cover, deductibles and beneficiaries.
Financial Calculators
Calculation of savings needs, return needs and capital build-up; simulations to assess goal achievement using starting capital, annual savings, term and return assumptions.
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