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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingSionDel Conseils SA
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Del Conseils SA

Summary

About the company

Del Conseils SA is an independent advisory firm providing financial and insurance services as well as real estate sales and property administration. Services listed on the website include accounting and tax declarations, mortgage financing, pension and retirement planning, succession support in cooperation with lawyers/notaries, and assistance with company formation.

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Products & services

Industry:Insurance Brokerage & Consulting
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Pension provision
Pension provision for individuals and businesses, with SwissLife support for private pension provision and company pension provision.
Tax returns
Preparation of tax returns for all Swiss cantons, requests for extensions, taxation related to pension provision and declarations on real-estate gains.
Accounting
Keeping the accounts for legal entities and individuals, debtor and creditor accounting, salaries and personnel administration, closing, VAT and financial analysis.
Tax advice and audits
Review of tax assessment decisions, complaints and appeals, as well as tax advice related to inheritances and gifts.
Financial planning
Private financial planning to prepare and optimise retirement, with a personalised statement, pension simulations and adaptation of coverages.
Business creation
Advice and support for setting up and managing a business, choosing the legal form, incorporation, business plan, profitability, financing plans and legal obligations.
Real-estate purchase and sale
Prospecting, valuation, listings, viewings, negotiation and administrative support for buying or selling real-estate property.
Real-estate renovation
Assessment of needs, definition of budget and timelines, coordination of work and supervision of renovation projects for real-estate properties.
PPE management
Financial management of PPE, annual budget, charges for co-owners, general meetings, maintenance of common areas and follow-up on decisions.
Health insurance
Health insurance via partners such as Sanitas and Groupe Mutuel.
Legal protection
Legal protection via partners such as DAS and Protekta.
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Location

Route des Iles 22
1950 Sion

At a glance

Legal form
Corporation
UID
CHE-131.128.211
Founded
2021 · 5 years
Last commercial register change
June 22, 2021
Employees
1 to 10

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