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DirectoryFinance & InsuranceFinancial ServicesZugMT Financial Consulting Zug GmbH
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MT Financial Consulting Zug GmbH

Summary

About the company

MT Financial Consulting Zug GmbH provides independent financial consulting in insurance, retirement planning, investments, and mortgages. The company supports private clients, families, and entrepreneurs with tailored solutions and coordinated financial planning.

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Products & services

Industry:Financial ServicesInsurance Brokerage & Consulting
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5
Insurance Consulting
Insurance consulting for health, personal, property and car cover; market analysis, selection of suitable policies and avoidance of overinsurance or underinsurance.
Pension Planning Consulting
Pension planning consulting for private provision, especially pillar 3a and 3b; review of the Swiss pension system, selection of suitable solutions and alignment with tax and wealth situation.
Mortgage Consulting
Mortgage consulting for property purchase in Switzerland; comparison of fixed, variable and mixed mortgages, affordability review and planning of debt servicing over time.
Investment Consulting
Investment consulting with diversified investment plans; assessment of risk profile and time horizon, selection of equities, bonds and precious metals.
Financial Education
Financial education with learning offers on saving, investing and retirement planning; practical guidance to strengthen financial decision-making skills.
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Location

Grafenauweg 8
6300 Zug

At a glance

Legal form
Limited Liability Company
UID
CHE-310.363.500
Founded
2026 · 0 years
Last commercial register change
August 11, 2026
Employees
11 to 20

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