The core activity of RS Finance is the provision of independent financial and wealth management services to private individuals and companies. This includes the planning and implementation of financial strategies, asset management, risk management, pension planning and real estate projects. The company offers individual solutions to achieve its customers' financial goals and improve their wealth situation.
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Industry:Insurance Brokerage & Consulting
✓ Offered12
Financial and Wealth Advisory
Financial and wealth advice for individuals and businesses, with wealth management, taxes, retirement provision, financing and insurance.
Financial Planning
Comprehensive financial planning to manage, protect and optimise assets by coordinating personal, financial, economic, tax and legal aspects.
Wealth Management
Wealth management and investment strategy tailored to the risk profile, using investment vehicles, capital preservation and pursuit of performance.
Retirement Provision
Retirement provision to protect the family, prepare for retirement and cover risks, with 3rd pillar, life insurance, disability annuity and loss of earnings insurance.
Insurance
Advice and management of insurance coverage for personal, asset-related and social needs, with risk analysis, selection of benefits and claims handling.
Financing
Real-estate and mortgage financing, with feasibility studies, comparison of models, renegotiation, interest rates, amortisation and tax optimisation.
Tax Planning
Tax planning and optimisation of your tax situation at every stage of life or business activity, to limit unnecessarily high taxes.
Estate Planning and Gifts
Estate planning, gifts and bequests, with anticipation of intentions and consideration of the tax and legal impacts.
Administrative Services
Administrative assistance, dealings with the authorities, management of bank liquidity, contracts, mandate in case of incapacity and advance directives.
Occupational Pension Planning
Occupational pension planning for companies, including development and implementation of solutions, management of pension plans and information for employees.
Business Succession
Business succession with legal and financial planning, situation assessment, reflection on the takeover and coordination of experts.
Business Start-Up Support
Company creation and support at start-up, with choice of legal form, financing strategy, cash management, insurance and retirement provision.
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