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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingCadempinoATENA Consulting Sagl
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ATENA Consulting Sagl

Summary

About the company

ATENA Consulting Sagl provides financial advisory services focused on pension provision, investment planning, real-estate financing and comprehensive financial planning. Services described on the website include pension analysis, investment strategy, support for property acquisition, risk coverage and tax/financial analysis.

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Industry:Insurance Brokerage & Consulting
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Pension planning
Pension and income analysis, 1st pillar AHV/IV, occupational pension plan (BVG), private provision 3A/3B, retirement planning, risk coverage and coverage gaps, tax optimisation.
Real estate advice
Sustainability/affordability calculation, support in negotiations with the seller and the notary, search for financing institutions, direct and indirect amortisation, protection of the family, risk analysis and the tax situation.
Financial planning and investments
Calculation of the personal budget, analysis of investment alternatives, diversification, savings plan with single or regular premium, tax treatment, time horizon and a risk-return-liquidity-safety profile.
Comprehensive financial advice
360° analysis of the personal situation, tailored planning, identification of the best alternatives, protection against unexpected events, saving, tax aspects and support for the family’s future needs.
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Location

Via Ponteggia 2
6814 Cadempino

At a glance

Legal form
Limited Liability Company
UID
CHE-202.452.762
Founded
2020 · 6 years
Last commercial register change
December 17, 2020
Employees
1 to 10

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