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DirectoryFinance & InsuranceFinancial ServicesSissachPensConcept AG
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PensConcept AG

Summary

About the company

The core activity of PensConcept AG is independent pension consulting for individuals aged 55 and above. The company provides personalized consulting and concepts for retirement, including analysis of AHV, pension funds and private provisions, as well as consideration of life partners, real estate, inheritance and taxes. The goal is to create a customized retirement concept for each client, tailored to their goals and possibilities, and to support them in planning and implementing their retirement.

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✓ Offered4
Retirement planning advice
Independent advice for private individuals, individually or as a couple, on a fee basis, including a retirement plan, start date and type of benefits, the PK decision, and schedule planning before and after retirement.
Additional real estate consulting
Advice on real estate in connection with retirement, for example regarding housing situation, moving house, sale or exchange of owner-occupied property, as well as maintenance and renovation.
Second opinion on retirement planning
Second opinion on existing planning, with a short memo-style report, including goals, results and recommendations.
Additional services
Additional services by agreement and based on effort, with results in short report form and support from partner companies.

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Location

Stadelmattweg 8
4450 Sissach

At a glance

Legal form
Corporation
UID
CHE-349.549.292
Founded
2023 · 3 years
Last commercial register change
July 12, 2023
Employees
1 to 10

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