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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingGenevaImpact Financial Engineering SA
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Verified· 3 sources

Impact Financial Engineering SA

Summary

About the company

The core activity of Impact Financial Engineering is the provision of financial services, particularly in the areas of: * Tax optimization (Fiscalité) * Retirement planning and consulting (Prévoyance) * Real estate consulting * Consulting for companies and private individuals in matters of asset management and planning * Consulting for individuals with special status, such as cross-border workers, quasi-residents and new residents. The company also offers specialized services such as marriage and divorce consulting, estate planning and real estate consulting.

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Products & services

Industry:Insurance Brokerage & Consulting
✓ Offered6
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Tax Advisory
Personalised tax analysis, long-term tax planning, optimisation of deductions and strategies to reduce tax for individuals and complex situations.
Retirement Planning
Analysis of the wealth situation, collection of AHV, BVG and 3rd pillar data, then preparation of an individual retirement plan including taxation, savings and investments.
Wealth Management Advisory
Advisory to organise and optimise wealth, integrating taxation, savings, investments, inheritance and structuring of assets based on the client’s situation.
Real Estate Advisory
Advice for buying, selling and financing real estate, taking into account tax, mortgage and wealth impacts for a primary or secondary residence.
Impatriation & Expatriation
Tax and wealth support when arriving in or leaving Switzerland, including a mobility audit, structuring of income and international coordination of assets.
Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 51 reviews across all connected sources

Sources
GGoogle551
★TrustpilotSoon
PProvenExpertSoon

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Location

Rue de la Terrassière 31
1207 Geneva
Opening hours
Mon
08:30 - 17:30
Tue
08:30 - 17:30
Wed
08:30 - 17:30
Thu
08:30 - 17:30
Fri
09:00 - 17:30
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-338.819.091
Founded
2020 · 6 years
Last commercial register change
November 14, 2024
Employees
1 to 10

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