a e & p Vorsorge-/Finanzplanung GmbH, Lucerne

Retirement and financial advice

Retirement and financial planning for individuals and businesses, including cover for your standard of living, strategic financial planning and analysis of existing policies.

Investment advice

Independent advice on building wealth for savings and company reserves, and on selecting suitable investment strategies.

Mortgage advice

Advice and brokerage for suitable mortgages and financing for buying a home or for practice projects.

Life insurance

Cover for the family and close persons with appropriate protection against the financial consequences of death or incapacity.

Home contents and liability insurance

Basic cover for home and everyday life with contents and liability insurance, plus optimisation of existing policies.

Car insurance

Tailor-made insurance cover for everyday vehicles, matched to your specific needs.

Pension fund solutions

BVG solutions for companies and group practices, tailored to budget, employees and legal protection.

Sickness daily allowance and accident insurance

Protection for employees against sickness-related absences and occupational accidents, with additional benefits under UVG/UVG-Z.

Property and liability insurance

Protection for inventory, buildings, machinery and IT, and cover against third-party claims for damages.

Practice set-up and practice takeover

Financial and regulatory support for setting up or taking over a medical practice, including business planning and risk analysis.

Income loss and risk coverage for athletes

Cover for income, Wagnis risks, rescue and recovery costs, as well as equipment and liability for athletes and outdoor professionals.

Retirement provision for self-employed people

Flexible, tax-optimised retirement provision for self-employed people with irregular income and seasonal work.

a e & p Vorsorge-/Finanzplanung GmbH

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a e & p Vorsorge-/Finanzplanung GmbH

About the company

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Looking for direct email addresses and phone numbers?

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