SMP Invest AG provides services in investment consulting, insurance brokerage, financial advice and coaching. The website also describes mortgage financing, refinancing, investment concepts, and the brokerage of financial and insurance products.
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Industry:Property Management
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Individual investment concepts, bank account selection, flexible strategies with investment funds, and tax-optimized pension solutions for private and business clients.
Insurance Brokerage Services
Independent review of existing insurance contracts, optimisation of insurance coverage, and comparison of commercial policies, liability, D&O, and fleet insurance.
Financing Brokerage Services
Comparison of up to 230 banks for property financing, selection of suitable banking partners, and optimisation of interest costs and loan terms.
Financial Coaching
Personal financial analysis, goal planning, budget and expense optimisation, and support in building an investment portfolio toward financial independence.
Real Estate Advisory
Independent advice on house and apartment purchases, plus conservative investment alternatives related to real estate and its profitability.
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