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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingAathal-SeegräbenSwiss Independance AG
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Swiss Independance AG

Summary

About the company

The core activity of Swiss Independance AG is independent financial consulting and planning for private individuals and companies. The services include in particular: financial planning and investment, pension and insurance (including analysis and optimization of pension fund solutions, advice on AHV, BVG as well as pillar 3a and 3b), real estate and mortgages, legal and tax issues, and retirement planning. The company offers individual and personal consulting to best represent the financial interests of its clients.

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Products & services

Industry:Insurance Brokerage & Consulting
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Financial planning
Comprehensive financial planning including an income and expense overview, asset and debt analysis, liquidity planning, tax optimisation and ongoing advice.
Investment
Investment strategy tailored to life circumstances, finances and risk profile, including an investment and risk profile, liquidity management, sustainable investments and periodic portfolio reviews.
Retirement provision
Provision consulting with risk analysis, coverage for disability and death, advice on the pillars of old-age provision as well as the 3rd pillar and suitable investment strategies.
Insurance consulting
Analysis of existing insurance policies, identification of over- and underinsurance, comparison of providers and premiums, and advice on suitable insurance solutions.
Mortgage advisory
Advice on financing concepts for real estate, selection of financing partners and mortgage products, interest-rate strategy, amortisation and negotiation of terms.
Real estate advice
Advice on the financial affordability of purchasing real estate, market and price overview, and assessment of equity, financing options and affordability.
Retirement advisory and planning
Advice on retirement with analysis of the financial situation, pension entitlements and goals, as well as planning of retirement, payout strategies and tax optimisation.
Tax advisory
Support with tax returns and tax optimisation for private individuals, including income and wealth taxes, withdrawal of pension capital, capital gains tax on property, inheritance and gift tax.
Legal advice
Advice on estate and provision matters such as advance directive, patient directive, will, marriage contract and inheritance contract, with support via network partners.
Career preparation seminars
Seminars for career starters to secure themselves after their studies and to get started with provision and wealth planning.

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Location

Obere Purpelstrasse 1
8607 Aathal-Seegräben
Opening hours
Mon
09:00 - 12:00, 13:30 - 17:00
Tue
09:00 - 12:00, 13:30 - 17:00
Wed
09:00 - 12:00, 13:30 - 17:00
Thu
09:00 - 12:00, 13:30 - 17:00
Fri
09:00 - 12:00, 13:30 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-112.836.514
Founded
2006 · 20 years
Last commercial register change
November 5, 2025
Employees
1 to 10

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