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DirectoryFinance & InsuranceExternal Asset ManagementKönizMontalis Finanz GmbH
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Montalis Finanz GmbH

Summary

About the company

Montalis Finanz GmbH provides tax advisory services and financial advice on saving, retirement planning, investments and insurance. Services include tax return preparation and review, appeal checks, individual training and personalised financial consultations.

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Products & services

Industry:External Asset Management
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Financial Services
Insurance Brokerage & Consulting
✓ Offered6
Tax advisory
Prepare tax returns, check tax returns that have already been completed, and review submitted assessments; personal training for independently completing tax returns.
Retirement planning
Explain AHV, pension fund and pillar 3a; analyse and close pension provision gaps; plan private provision and tax-optimised retirement solutions.
Retirement
Retirement planning for regular retirement or early retirement; calculate pensions, weigh taking a pension versus a lump sum, and optimise taxes and benefits.
Investing
Get started with investing, find an appropriate investment strategy, review portfolios, diversify risks and build wealth in the long term; advice on platforms and investment solutions.
Insurance advice
Analyse, optimise and arrange suitable coverage for health, household contents, life, motor vehicle, legal protection and travel insurance; review existing policies and avoid coverage gaps.
Saving
Analyse expenses, create a personal savings plan, structure monthly budgets and reserves, build an emergency fund, and save for desired goals, investments or retirement.
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Location

Sägestrasse 78
3098 Köniz

At a glance

Legal form
Limited Liability Company
UID
CHE-289.451.546
Founded
2025 · 1 year
Last commercial register change
July 11, 2025
Employees
1 to 10

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