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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,194 companies indexed · Last updated: today
DirectoryFinance & InsuranceFinancial ServicesWalenstadtFinanzplanung G. Pischel
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Finanzplanung G. Pischel

Summary

About the company

The company's core activity is financial planning and pension consulting, particularly in the areas of retirement planning, pension funds and vested benefits accounts. The company offers solutions for private individuals and foundations to secure an adequate retirement pension and plan their financial future.

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Offering

Products & services

Industry:Financial Services
✓ Offered6
Pension Provision Analysis
Pension provision analysis as a status review using data from AHV, pension fund, accident and health insurance, and private provision; benefit overview across pillars 1, 2 and 3.
BVG Complete Solution
BVG complete solutions with active asset management for companies, with a pooled or individual custody solution, investment strategy for the second pillar and advice on retirement benefits.
Portability Account / Portability Custody
Portability account and portability foundation with asset management for BVG savings after changing jobs, interruptions, self-employment, divorce or the end of mandatory insurance.
Pillar 3a Provision
Pillar 3a provision with a choice of different solutions, tax-advantaged contributions and options for early withdrawal in the event of relocation, self-employment or home ownership.
Financial Planning
Financial planning for early provision and wealth planning, focusing on timely decisions, building up savings and avoiding typical mistakes.
Foundation Solutions
Foundation solutions with investment concepts in a zero-interest-rate environment, analysis of the portfolio and specialized solutions for the second pillar.
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Location

Zihlgasse 11
8880 Walenstadt

At a glance

Legal form
Sole proprietorship
UID
CHE-109.803.750
Founded
2002 · 24 years
Last commercial register change
February 22, 2002
Employees
1 to 10

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