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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingRöschenzVisionProject GmbH
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VisionProject GmbH

Summary

About the company

The company provides consulting services in the areas of insurance, retirement planning, pension planning and finance, for both private individuals and corporate clients. The core activity involves developing individual solutions for customers to achieve their visions and goals, particularly through the provision of advice on insurance and retirement planning issues.

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Offering

Products & services

Industry:Insurance Brokerage & Consulting
✓ Offered6
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Retirement planning
Retirement planning for private clients, including investment strategies, protection for survivors, and savings and investment solutions, including pillar 3a, freizügigkeits accounts, and mortgages.
New company start-ups
Advisory for new company start-ups, including risk assessment, an overview of risk protection, selection of insurance policies, and support during the start-up phase.
Pension planning
Pension planning for private clients and business owners, for early planning of a financially worry-free retirement and for aligning the provision solution.
Life-cycle advisory
Life-cycle advisory for private clients in the different stages of life, with ongoing assessment and adjustment of the insurance and provision solution.
Advisory across business phases
Advisory across business phases for corporate clients, for the ongoing adjustment of insurance and provision topics during the company’s development.
Succession planning
Succession planning for companies, with support in preparing and securing transfer and succession solutions.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 3 reviews across all connected sources

Sources
GGoogle53
★TrustpilotSoon
PProvenExpertSoon

Further sources are added continuously and factored into the ranQ Rating.

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Location

Fluhstrasse 4
4244 Röschenz

At a glance

Legal form
Limited Liability Company
UID
CHE-148.994.412
Founded
2021 · 5 years
Last commercial register change
July 29, 2021
Employees
11 to 20

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