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DirectoryFinance & InsuranceExternal Asset ManagementMontheyConseils.ch - Gestion de patrimoine SA
Conseils.ch - Gestion de patrimoine SA Logo
Verified· 3 sources

Conseils.ch - Gestion de patrimoine SA

Summary

About the company

The company Conseils.ch / Gestion de patrimoine SA offers services in the areas of wealth management, tax consulting, and financial planning. The core activities include: * Wealth management: The company supports clients in managing their assets, including the investment and management of financial resources. * Tax consulting: The company provides tax consulting services, including the preparation of tax returns and representation of clients before tax authorities. * Financial planning: The company supports clients in planning and implementing financial strategies, including retirement planning and wealth succession. The company positions itself as an independent and neutral partner for clients seeking a long-term and trustworthy relationship.

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Products & services

Industry:External Asset Management
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Fiduciary Offices
✓ Offered8
Wealth management
Capital placement, asset management with limited power of attorney, selection of investments, optimisation of return/safety and long-term monitoring via Helvetic Investor Group SA.
Tax advice
Tax advice for individuals and businesses, optimisation of the tax bill, tax return, optimal use of Swiss tax laws and long-term planning.
Tax return
Basic or complex tax return, including imputed rental value, maintenance costs and statement of securities; request for an extension of time for clients.
Retirement planning
Retirement planning, provision via the 2nd and 3rd pillars, assessment of each situation as a unique case, protection of acquired benefits and optimisation of return.
Mortgage financing
Mortgage financing and loans for access to homeownership, with searching for competitive terms and negotiated interest rates.
Accounting & fiduciary services
Account management, tax returns and fiduciary support for companies, with long-term management and continuity of the professional activity.
Insurance portfolio
Management of an insurance portfolio as part of tax and wealth-related support, for individuals or companies.
Homeownership
Support for homeownership, in connection with tax advice and mortgage financing.
Reviews

Aggregated rating

Aggregated rating
3.7
of 5

Aggregated from 3 reviews across all connected sources

Sources
GGoogle3.73
★TrustpilotSoon
PProvenExpertSoon

Further sources are added continuously and factored into the ranQ Rating.

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Location

Avenue des Alpes 2
1870 Monthey
Opening hours
Mon
08:00 - 12:00, 14:00 - 17:00
Tue
08:00 - 12:00, 14:00 - 17:00
Wed
08:00 - 12:00, 14:00 - 17:00
Thu
08:00 - 12:00, 14:00 - 17:00
Fri
08:00 - 12:00, 14:00 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-108.486.523
Founded
2006 · 20 years
Last commercial register change
November 30, 2020
Employees
1 to 10

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