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DirectoryFinance & InsuranceExternal Asset ManagementObfeldenFinPlan GmbH
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FinPlan GmbH

Summary

About the company

FinPlan GmbH provides independent financial and pension advisory services to private individuals and companies, covering wealth and pension planning, independent investment advice, mortgage solutions and succession planning.

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Products & services

Industry:External Asset ManagementFinancial Services
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Financial and Pension Planning
Financial and pension planning for private individuals: building assets, early retirement, withdrawing retirement savings, protecting dependents, and long-term tax optimization.
Independent Investment Advisory
Independent investment advisory for private individuals: an appropriate investment strategy, selection of providers, and assessment of existing investment solutions based on costs, risks, and returns.
Mortgage Advisory
Mortgage advisory for private individuals: financing solutions, cost optimization, and alignment with the individual’s tax strategy.
Wealth Office
Wealth Office for private individuals: structuring, coordinating, and optimizing all wealth matters independently of banks and wealth managers.
Retirement Solution / Pension Fund
Retirement solutions and pension fund advisory for companies: an appropriate BVG solution, review of the company’s own pension fund, and design of retirement benefits for employees.
Succession Planning / Business Transfer
Succession planning and business transfer for companies: early planning, taking into account financial and inheritance-law consequences.
Training for Employees
Training for employees on the Swiss retirement system: practical information, clarity, and promoting individual responsibility.
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Location

Alte Schulhausstrasse 2a
8912 Obfelden

At a glance

Legal form
Limited Liability Company
UID
CHE-474.462.364
Founded
2025 · 1 year
Last commercial register change
May 12, 2025
Employees
1 to 10

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