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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingGrand-LancyADAVIA SA
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ADAVIA SA

Summary

About the company

ADAVIA SA provides retirement and pension planning, financial and patrimonial planning, and advisory services for insurance selection and claims management. The firm offers guidance for cross-border workers on Swiss and French pension coordination, performs pension provision analyses and manages contract optimization and administrative procedures.

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Products & services

Industry:Insurance Brokerage & Consulting
✓ Offered8
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Swiss retirement planning
Retirement preparation in Switzerland with projections of income from AHV, pension fund (BVG) and the 3rd pillar, deciding between pension (annuity) or lump sum, a personalised written plan and ongoing follow-up over time.
Cross-border retirement planning
Retirement planning between France and Switzerland for cross-border commuters, coordination of AHV, BVG, CARSAT and AGIRC-ARRCO entitlements, liquidation timeline and tax decisions.
Swiss tax correction
Correction of Swiss withholding tax via DRIS or TOU, analysis of the file, calculation of deductions, preparation and follow-up until the transfer is made.
French tax return
French tax declaration for cross-border commuters, CHF/EUR conversion, forms 2042, 2047 and 3916, tax credit or exemption depending on the canton of work.
Financial planning
Personalised financial planning with a diagnosis, strategy for income, expenses, assets and wealth, tax optimisation, retirement preparation and protection of the household.
Provision analysis
Structured provision diagnosis covering retirement, disability, death, accidents, housing and taxation, with identification of gaps and a prioritised action plan.
Basic health insurance
Advice and comparison for basic health insurance in Switzerland, choice of insurer, deductible and care model, with a focus on cross-border commuters and new arrivals.
Supplementary health insurance
Comparison and advice for supplementary health insurance, including coverage for dental care, glasses, alternative medicine, hospitalisation and care abroad.
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Location

Chemin de Grange-Collomb 9
1212 Grand-Lancy

At a glance

Legal form
Corporation
UID
CHE-448.585.541
Founded
2019 · 7 years
Last commercial register change
May 8, 2024
Employees
1 to 10

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