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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingBinningenGrossratig by Gregor Jud
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Grossratig by Gregor Jud

Summary

About the company

The core activity of GrossRATig is comprehensive consulting and services in the areas of: Insurance, Banking, Taxes, Retirement Planning, Human Resources (for business customers), and Marketing (for business customers). The company offers personalized and individual solutions for private and business customers and has a network of partners and experts.

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Products & services

Industry:Insurance Brokerage & ConsultingReal Estate Brokerage
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Insurance consulting
Personal, independent advice on life and property insurance, analysis of the current insurance situation, optimisation of coverage gaps, management of the insurance portfolio and support in the event of a claim.
Real estate advisory and valuation
Advice for buying and selling properties, market value analysis and appraisal, support throughout the transaction process, and preparation of sales materials, photos, listings and documentation.
Mortgage advisory
Advice on mortgage product, term and loan amount, review of the financing structure, development of a mortgage strategy and support when selecting the bank.
Investment advisory
Advice on an investment strategy including risk analysis and investment horizon, with an assessment of the starting position and classification of suitable bank solutions.
Loan advisory
Advice on borrowing capacity, creditworthiness and loan amount in the context of banking transactions and private loan matters.
Tax return preparation
Preparation of the personal tax return based on information and documents, including guidance on optimisation and tax-saving opportunities.
Retirement and pension advice
Advice on early retirement, income gap, coordination of the first, second and third pension pillars, and planning the mortgage in later life.
Estate and retirement planning
Planning for retirement-related arrangements, as well as support with medical and personal advance-planning documents and handling estate matters.
Marketing consulting
Analysis of the brand presentation, development or review of brand strategy, corporate identity, advertising concept and media planning.
Personnel advisory
Recruitment, HR administration, payroll management, as well as training and coaching, including job advertisements, preselection and employment references.
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Location

Blumenstrasse 5
4102 Binningen

At a glance

Legal form
Sole proprietorship
UID
CHE-437.703.523
Founded
2019 · 7 years
Last commercial register change
August 12, 2019
Employees
1 to 10

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