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DirectoryChambésyOlie Advisory Sàrl
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Olie Advisory Sàrl

Summary

About the company

Olie Advisory Sàrl provides tailored financial advisory services with a focus on mortgage financing, investments, tax optimisation, retirement planning and insurance. The company supports private clients, self-employed professionals and businesses with financial planning and related solutions.

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Offering

Products & services

✓ Offered6
Financial Advisory
Financial advisory for individuals, self-employed clients and companies; planning for retirement provision, investments, property financing, insurance and wealth matters.
Mortgage Advisory
Support from financing selection through amortisation strategy to finding the most favourable conditions for real estate projects.
Investment Advisory
Analysis of investment needs and guidance toward suitable investment solutions based on profile, goals and investment horizon.
Tax Optimisation
Optimisation for self-employed clients and business leaders through 1e plans, executive pension solutions and 3a/3b solutions for private clients.
Pension and Retirement Planning
Analysis of occupational pension coverage, optimisation of buy-ins and planning of withdrawal as capital or annuity.
Insurance Advisory
Review of existing cover and implementation of suitable solutions for life, health, assets and professional protection.
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Location

Chemin des Cornillons 34b
1292 Chambésy

At a glance

Legal form
Limited Liability Company
UID
CHE-489.373.887
Founded
2026 · 0 years
Last commercial register change
March 11, 2026
Employees
1 to 10

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