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DirectoryFinance & InsuranceFinancial ServicesGlandPierre Parvex, Conseil en Patrimoine et Prévoyance
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Pierre Parvex, Conseil en Patrimoine et Prévoyance

Summary

About the company

The core activity of Pierre Parvex is the provision of services in the field of asset and pension consulting, including: financial planning, pension analysis, real estate financing advice, investment optimization, succession planning, and tax planning. The company thus offers comprehensive consulting services for private individuals and companies in the areas of finance, pension planning, and taxes.

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Offering

Products & services

Industry:Financial Services
✓ Offered6
Financial planning
Financial planning for business creation, tax strategy, marriage or blended family, divorce and retirement, with adjustment of the financial and pension situation.
Pension provision analysis
Analysis of gaps and over-insurance, review of benefits from the 1st, 2nd and 3rd pillars, advice on protecting income and the family.
Real estate financing advice
Advice when buying and selling properties, evaluation and implementation of financing, comparison of renting versus buying, optimisation of the financial burden.
Investment optimisation
Analysis of the investor profile, structuring of assets, choice of investment vehicles, diversification of assets and asset allocation.
Succession planning
Advice on preserving and transferring assets, gifts, protection of the spouse and the children, measures for cohabitation and divorce.
Tax planning
Optimisation of the tax burden, planning withdrawals from pension provision funds, gifts and succession, use of tax allowances.
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Location

Chemin du Bochet 4a
1196 Gland

At a glance

Legal form
Sole proprietorship
UID
CHE-115.959.320
Founded
2010 · 16 years
Last commercial register change
August 23, 2024
Employees
1 to 10

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