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DirectoryFinance & InsuranceFiduciary OfficesBubikonTREFINASS Treuhand AG
TREFINASS Treuhand AG Logo
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TREFINASS Treuhand AG

Summary

About the company

The core activity of Trefinass Treuhand AG is the provision of services in the areas of trust, accounting, taxes, legal advice (marriage and inheritance law), financial planning, pension planning and real estate and investment consulting.

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Products & services

Industry:Fiduciary Offices
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12
Accounting
Bookkeeping, VAT, annual financial statements, payroll accounting and reports for companies; support for setting up bookkeeping as well as for recording and booking business transactions.
Company formation
Formation of companies, choice of legal form, drafting of the articles of association and registration with the commercial register office; practical support for company start-up.
Taxation
Tax analysis, review of tax-saving potential, guidance on tax-saving measures and help completing the tax return.
Property management and brokerage
Management and brokerage of properties, advice and brokerage for purchase, sale and rental, property bookkeeping, commercial administration and valuations.
Financial planning
Personal financial planning for income, saving, investments, retirement, inheritance and life stages; ongoing support and implementation of individual concepts.
Retirement planning
Planning of the financial situation after retirement, addressing questions about AHV (OASI), pension fund, early retirement, income shortfall and tax burden.
Investment advice and wealth management
Portfolio analysis, independent advice on investment matters and professional wealth management in line with clients’ personal preferences and objectives.
Savings advice
Advice on savings options for a home, holidays, provisions, children or other goals, taking into account returns, risk, liquidity and taxes.
Mortgage advice
Advice on mortgages, financing options, amortisation, refinancing, as well as monitoring interest rates, maturity dates and notice periods.
Retirement and protection planning
Analysis of the protection and retirement situation, income shortfalls, benefits in case of disability, old age and death, as well as development of improvement measures.
Insurance trustee services
Monitoring of insurance policies, periodic reports, checking premium invoices, correspondence and support in case of claims.
Pension fund advisory for management solutions
Analysis of costs and benefits of pension funds, as well as development of retirement and protection concepts for executives and company management.
Reviews

Aggregated rating

Aggregated rating
4
of 5

Aggregated from 4 reviews across all connected sources

Sources
GGoogle44
★TrustpilotSoon
PProvenExpertSoon

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Location

Rosengartenstrasse 6
8608 Bubikon
Opening hours
Mon
08:00 - 12:00, 13:30 - 17:00
Tue
08:00 - 12:00, 13:30 - 17:00
Wed
08:00 - 12:00, 13:30 - 17:00
Thu
08:00 - 12:00, 13:30 - 17:00
Fri
08:00 - 12:00, 13:30 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-103.606.599
Founded
1992 · 34 years
Last commercial register change
November 10, 2014
Employees
1 to 10

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