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DirectoryFinance & InsuranceFinancial ServicesArthALLFINANZ Beratung & Planung, Andreas Gauch
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ALLFINANZ Beratung & Planung, Andreas Gauch

Summary

About the company

The core activity of Allfinanz Beratung & Planung is comprehensive financial consulting and planning for private individuals and companies. This includes services such as asset management, tax consulting, insurance consulting, succession planning, real estate consulting, legal consulting, marketing and office services. The company provides its customers with a personal contact person who addresses their individual needs and, if necessary, involves specialists for specific topics.

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Products & services

Industry:Financial Services
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Wealth
Wealth accumulation and investment, defining personal investment objectives, tax-optimized wealth placement, retirement planning design, ongoing adjustment to risk and return.
Taxes
Prepare tax returns, tax optimization, develop tax concepts, negotiate with the tax office; optimization of income, wealth, insurance, inheritances and transfers of real estate or businesses.
Insurance
Comprehensive risk review, independent insurance analysis, retirement provision analysis and retirement planning, quotation management, cost monitoring, assistance with claims settlement.
Succession planning
Succession planning for businesses and private individuals, transfer or sale of companies and real estate, including taxes, legal, fiduciary and insurance matters.
Fiduciary services
Bookkeeping, auditing, business consulting, company formations, business advisory services; up-to-date bookkeeping in accordance with statutory and tax requirements.
Legal advice
Advice on inheritance law, matrimonial property law and company law, drafting inheritance agreements, marriage contracts, wills and cohabitation agreements, selecting the company form as well as incorporation and restructuring of companies.
Real estate
Management and operation of rental and strata-ownership properties, purchase and sale, marketing and letting, renovation and conversion planning, market value appraisals, financing.
Office services
Invoicing, data management, bulk and advertising mailings, order management, correspondence, payroll statements and pay slips, quotation management, filing and archiving.
Marketing
Development of marketing strategies and concepts, market and competitor analyses, marketing mix, website presence, brand positioning and product relaunches.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 2 reviews across all connected sources

Sources
GGoogle52
★TrustpilotSoon
PProvenExpertSoon

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Location

Gotthardstrasse 47
6415 Arth

At a glance

Legal form
Sole proprietorship
UID
CHE-104.828.441
Founded
2009 · 17 years
Last commercial register change
June 8, 2022
Employees
1 to 10

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