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DirectoryFinance & InsuranceFinancial ServicesBäretswilAmetrin Finanz, Romano Wyss
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Ametrin Finanz, Romano Wyss

Summary

About the company

The core activity of Ametrin Finanz is independent financial and pension planning, tax declaration, asset consulting, investment consulting, provision and insurance consulting, as well as the creation of contracts and mandates. The company also offers training and consulting on topics that influence financial and pension planning, and arranges properties and financing.

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Offering

Products & services

Industry:Financial Services
✓ Offered9
Financial and pension planning
Financial and pension planning for the current financial situation and future development, including the effects of lump-sum withdrawals, early retirement or a change of domicile.
Tax returns / tax optimisation
Preparation of tax returns, submission preparation, review of tax assessments and objections, as well as tax optimisation and long-term tax planning.
Agreements
Marriage contracts, cohabitation agreements, wills, inheritance contracts, care mandates, as well as estate execution and representation of heirs for regulating the estate and cohabitation.
Wealth management / investment advice
Investment advice and comprehensive wealth management, including planning of liquidity investments with due consideration of risk capacity, risk appetite and investment horizon.
Planning and protection
Planning for succession, protection in the event of accident or illness, care mandate, as well as daily management of one’s assets such as paying bills and submitting invoices to the health insurer.
Real estate consulting
Support with buying and selling real estate, financing of the property, finding a buyer, exiting from existing financing, review of the purchase contract and real estate capital gains tax.
Training
Training sessions and presentations on financial planning, pension preparation, cohabitation (concubinage), inheritance law, taxes and other individually selected topics for companies, pension funds, insurers and banks.
Mandates
Taking on supporting mandates for tasks that cannot be performed by oneself temporarily or permanently, in particular in dealings with banks, insurers and authorities.
Insurance advisory
Support in assessing life, property and legal protection insurance policies as well as pension fund affiliations; no insurance is sold by us.
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Location

Hüttenstrasse 5
8344 Bäretswil

At a glance

Legal form
Sole proprietorship
UID
CHE-187.872.327
Founded
2021 · 5 years
Last commercial register change
April 21, 2021
Employees
1 to 10

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