wups.ch GmbH provides financial and pension advisory services, offering insurance and wealth-management solutions, budget planning, and assistance with tax returns.
Budget optimisation, analysis of existing insurance policies and capital investments, comparison of offers, as well as three free quotes with a personal recommendation.
Retirement planning
Financial planning for retirement, collecting figures and facts, evaluation and analysis, and implementing a tailor-made solution.
Saving and capital investments
Advisory on saving, assets and investments for private investors, with suitable solutions and selection from offers on the capital market.
Tax return
Preparing tax returns for private clients, including support with processing and a clearly stated fee.
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