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DirectoryFinance & InsuranceFinancial ServicesZugPawex AG
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Pawex AG

Summary

About the company

Pawex AG is an independent insurance and financial broker that advises and mediates for private and corporate clients on insurance, pension and asset matters. Its services include pension planning, wealth-management concepts, real-estate financing, corporate and personal insurance solutions, and tax/legal second opinions.

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Products & services

Industry:Financial Services
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Retirement planning advice
Retirement solutions with budget planning, risk analysis, calculation of retirement benefits, an individual retirement solution, a solution for children and optimisation of health insurance.
Pension planning
Pension analysis including determination of the ideal retirement date, pension budget, choice between lump-sum withdrawal, annuity or a mixed form, housing situation, and retirement and tax concept.
Wealth management and investment management
Analysis of the wealth situation, planning and implementation of wealth accumulation, analysis of existing securities accounts, account transfers and wealth management.
Insurance advisory
Advising private and business customers on insurance, including adjusting policies, reporting claims, and SME and private insurance.
Real estate financing advisory
Advisory on financing condominiums, houses and other properties, including building up equity, mortgage review, financing types and documents for financial institutions.

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Location

Metallstrasse 1
6300 Zug

At a glance

Legal form
Corporation
UID
CHE-101.639.375
Founded
1989 · 37 years
Last commercial register change
August 9, 2022
Employees
1 to 10

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