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DirectoryFinance & InsuranceFiduciary OfficesRoggwil TgSmartProtect GmbH
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SmartProtect GmbH

Summary

About the company

SmartProtect GmbH provides financial and insurance advisory services, offering individual financial planning, budget optimization, savings strategies and mortgage financing/comparison. Services also include insurance analysis, tax return preparation and pension planning.

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Products & services

Industry:Fiduciary OfficesFinancial Services
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Insurance Brokerage & Consulting
✓ Offered8
Financial planning and budget optimisation
Tailored budget and savings strategies, optimisation of spending, creating financial leeway, and planning for young adults and families.
Insurance advisory
Analysis of the current insurance situation, selection of basic and supplementary coverage, liability, household contents and provision, plus support when switching providers and in the event of a claim.
Tax return
Digital, accurate and efficient preparation of your tax return, including full processing and use of deductions.
Retirement provision advisory
Personalised provision planning for retirement, disability and cover in the event of death to close provision gaps and ensure financial security.
Mortgage comparison
Independent comparison of fixed-rate mortgages, variable-rate mortgages and SARON, as well as analysis of offers for purchase, new build or refinancing.
Owner-occupied home financing
Support with saving for equity and with choosing suitable financing options for purchasing an owner-occupied home.
Savings strategy
Individual savings strategies for short-term purchases and long-term wealth building, tailored to personal needs and goals.
Expense optimisation
Analysis of spending, reduction of unnecessary costs and targeted relief for personal finances.
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Location

Poststrasse 9
9325 Roggwil Tg

At a glance

Legal form
Limited Liability Company
UID
CHE-248.079.018
Founded
2023 · 3 years
Last commercial register change
June 1, 2023
Employees
1 to 10

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