Pawex AG is an independent insurance and financial broker that advises and mediates for private and corporate clients on insurance, pension and asset matters. Its services include pension planning, wealth-management concepts, real-estate financing, corporate and personal insurance solutions, and tax/legal second opinions.
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Industry:Financial Services
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Retirement solutions with budget planning, risk analysis, calculation of retirement benefits, an individual retirement solution, a solution for children and optimisation of health insurance.
Pension planning
Pension analysis including determination of the ideal retirement date, pension budget, choice between lump-sum withdrawal, annuity or a mixed form, housing situation, and retirement and tax concept.
Wealth management and investment management
Analysis of the wealth situation, planning and implementation of wealth accumulation, analysis of existing securities accounts, account transfers and wealth management.
Insurance advisory
Advising private and business customers on insurance, including adjusting policies, reporting claims, and SME and private insurance.
Real estate financing advisory
Advisory on financing condominiums, houses and other properties, including building up equity, mortgage review, financing types and documents for financial institutions.
Tax advisory
Advice on tax matters as part of the other services.
Legal advisory
Advice on legal matters as part of the other services.
Second opinion
Second professional assessment on insurance, retirement, wealth or financial matters.
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