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DirectoryFinance & InsuranceFiduciary OfficesRomanshornCompletoplus AG
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Completoplus AG

Summary

About the company

Completoplus AG is a service package offering financial and pension planning, retirement and estate planning, tax advisory services, and support for self-employment and business succession. The services are provided in collaboration with the partners Hugentobler & Bühler (treuhand and business consultancy) and WITTWER finanzen‑vorsorge.ch.

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Products & services

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7
Financial and pension planning
Financial planning, pension planning and insurance analysis tailored to the life stage for private individuals and self-employed persons; with a holistic view of finances, taxes, provision and coverage.
Retirement and estate planning
Provision mandate, estate planning, marriage and inheritance contracts as well as a will to regulate provision, representation and the transfer of assets.
Tax advisory
Tax planning and optimisation depending on the life stage, tax returns for individuals, general tax advice and tax representation, including capital gains tax on property.
Company formation and succession support
Incorporation of companies, support with financing, assistance with succession processes on both the buyer's and seller's side, as well as financial plans, business plans, business valuations and due-diligence reviews.
Real estate advisory
Advisory services for the acquisition, sale and transfer of properties, including financing matters, tax optimisation, debt-servicing capacity, aspects related to matrimonial property and inheritance law, and coverage.

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Location

Romiszelgstrasse 1
8590 Romanshorn
Opening hours
Mon
08:00 - 17:00
Tue
08:00 - 17:00
Wed
08:00 - 17:00
Thu
08:00 - 17:00
Fri
08:00 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-329.148.576
Founded
2019 · 7 years
Last commercial register change
July 28, 2026
Employees
11 to 20

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