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DirectoryBusiness & Technical ServicesManagement ConsultingSchindellegiAllfinanz Consulting GmbH
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Allfinanz Consulting GmbH

Summary

About the company

Allfinanz Consulting GmbH provides independent insurance advice for private clients and businesses, as well as retirement provision and financial planning services. The company coordinates existing policies, monitors deadlines, and supports ongoing administration through a digital platform.

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Products & services

Industry:Management Consulting
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AI-assisted financial planning
AI-supported financial planning, analysis of overcoverage and coverage gaps, data-based recommendations, comparison of premiums and negotiation of better terms.
Insurance consulting and optimisation
Independent advice on insurance, including analysis of protection needs, real-time premium comparison, coverage optimisation and support for private and business insurance.
Tax return
Prepare the tax return, submit documents by e-mail, use a digital checklist and review by the tax team; first filing free of charge, afterwards subject to fees.
Retirement and financial planning
Pension planning, financial planning, savings insurance 3a/3b, unit-linked life insurance, bank solutions 3a/3b, investment funds 3b and individual asset management.
Mortgage and credit advisory
Advice on mortgages, personal loans, construction loans and SME loans, as well as support with financing for housing, construction and businesses.
Legal and claims coverage advisory
Legal expenses insurance for private individuals, traffic legal protection, business legal protection, business liability insurance and other coverages for private, commercial and traffic-related risks.
Insurance consulting for private and business clients
Advice on car, travel, household contents, liability, building, construction, health, accident, daily sickness benefit and business insurances, including fleet and transport coverage.
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Location

Chaltenbodenstrasse 26
8834 Schindellegi

At a glance

Legal form
Limited Liability Company
UID
CHE-203.521.526
Founded
2024 · 2 years
Last commercial register change
March 9, 2026
Employees
11 to 20

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