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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingBernAVA Concept AG
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AVA Concept AG

Summary

About the company

The core activity of AVA Concept AG is independent and objective financial and wealth planning for private individuals in Switzerland, particularly in the area of retirement and pension planning. This includes creating individual financial plans, investment advice, asset management, and optimizing tax situations. The company does not work for banks or insurance companies, but exclusively for its clients.

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Products & services

Industry:Insurance Brokerage & Consulting
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Financial and wealth planning
Financial and wealth planning with a view to retirement, including wealth accumulation, wealth preservation, orderly drawdown, liquidity planning and income needs after retirement.
Retirement provision analysis
Retirement provision analysis to identify any need for action before retirement, optimize tax burden and determine the available pension capital as well as the appropriate payout form.
Retirement provision advice
Advice on retirement provision regarding pension or lump-sum withdrawal, tailored to the financial situation and the planned withdrawal of the pension capital.
Investment advisory
Independent investment advisory with investment proposals for wealth accumulation, wealth preservation or planned drawdown, tailored to the investment horizon and investor profile.
Tax planning and optimization
Tax planning and optimization in connection with wealth and retirement provision planning, in particular at retirement and when expanding old-age provision.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 1 reviews across all connected sources

Sources
GGoogle51
★TrustpilotSoon
PProvenExpertSoon

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Location

Spitalgasse 29
3011 Bern
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-107.456.212
Founded
1993 · 33 years
Last commercial register change
February 24, 2025
Employees
1 to 10

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