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DirectoryFinance & InsuranceFinancial ServicesMarin-EpagnierBureau Conseils Chételat et partenaires Sàrl
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Bureau Conseils Chételat et partenaires Sàrl

Summary

About the company

The company 'Bureau Conseils • Chételat & Partenaires Sàrl' offers consulting and support services in the field of financial and insurance planning. The core activities include: analysis and optimization of pension plans, planning of retirement and old-age provision, financial planning and consulting, tax returns and optimization, real estate financing, insurance consulting and management, support and consulting during business succession and transfer, as well as consulting and support in the design of assets and inheritances. The company positions itself as an independent advisor and companion, supporting its clients in planning and implementing their financial and insurance-related goals.

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Products & services

Industry:Financial Services
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✓ Offered12
Global financial advice
Global financial advice in insurance and finance, with wealth management support, retirement planning, investments, tax, mortgage financing and estate planning.
Pension / protection analysis
Protection/pension analysis for individuals, with an examination of cover in the event of illness or accident and clarification of the insured benefits.
Retirement planning
Retirement planning for individuals, with answers on early retirement, withdrawal from the 2nd pillar, tax situation and mortgage indebtedness in retirement.
Financial investments
Traditional and sustainable financial investments, with the presentation of financial partners and consideration of economic profitability and the ESG impact.
Tax return
Tax return for individuals, with pointers to optimize the tax burden and improve the tax situation.
Tax optimisation
Tax optimisation for individuals, with analysis of options to reduce the tax burden and adapt the tax situation.
Mortgage financing
Mortgage financing for individuals, with assessment of the purchase, support for taking out or renewing a mortgage and comparison of providers.
Comprehensive insurance advice
Comprehensive insurance advice for private insurance, with analysis of desired benefits and the covers already in place in the insurance portfolio.
Pillar 3a / 3b – our approach
Support in choosing pillar 3a / 3b, with a comparison between insurance, bank and wealth management depending on the family situation and estate situation.
Estate planning
Estate planning for individuals, with consideration of transferring assets and the consequences at the time of death.
Occupational pension provision
Occupational pension provision for companies, with mandatory LPP plans, over-mandatory provision and executive plans, as well as selection of the contractual partner.
Personal insurance and property insurance for businesses
Personal insurance and property insurance for businesses, including loss of earnings due to illness, mandatory accident insurance, property cover, buildings, motor vehicles and liability.
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Location

Rue de la Gare 13
2074 Marin-Epagnier

At a glance

Legal form
Limited Liability Company
UID
CHE-114.339.853
Founded
2008 · 18 years
Last commercial register change
February 14, 2025
Employees
21 to 50

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