FINQUEST Finanz AG, Geuensee

Financial advisory

Financial advisory for private clients covering assets, provision planning, estate planning, insurance, health insurance, budgeting, financing, pensions and tax matters.

Company fiduciary services

Company fiduciary services covering accounting, VAT, budget and liquidity planning, financial bookkeeping, payroll, financial statements, tax returns and company administration.

Insurance advisory

Insurance advisory for property and asset insurance, including review, optimization, coverage monitoring, risk analysis and possible premium savings.

Financing advisory

Financing advisory for owner-occupied homes and residential property with affordability assessment, offer comparison, property search, real estate sales and questions about unit ownership and income-generating properties.

Provision planning advice

Provision planning advice with analysis of disability and death risks, review of the pension fund and social insurance, and protection of income gaps.

Tax advisory

Tax advisory including preparation and filing of the tax return, extension of deadlines, digital submission, tax calculation and guidance on pillar 3a, health costs and renovation of real estate.

Wealth advisory

Wealth advisory with FINCheck, analysis of income and asset situation, savings potential and investment forms, as well as a personal proposal for savings and investment solutions.

Pension planning advice

Pension planning advice for retirement, covering questions about pension versus lump-sum withdrawal, income gap, taxes, real estate situation and estate planning.

Estate planning advice

Estate planning advice with advance care mandate, advance directive, marriage or cohabitation agreement, inheritance contract, will, division of the estate and executor/estate administration.

Budgeting advice

Budgeting advice for preparing a household budget with benchmarks for different household sizes and support to balance income and expenses.

Health insurance advisory

Health insurance advisory to optimize the existing insurance solution, including choosing the model, deductible, insurer, payment method and checking supplementary coverage.

FINQUEST Finanz AG

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FINQUEST Finanz AG

About the company

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Looking for direct email addresses and phone numbers?

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