Languages

German,Italian

Analyses, valuations & appraisals

Building condition analysis,Location analysis,Market analysis,Market value estimate,Property valuations & appraisals,Utilisation analysis

Building renovation

Evaluation of financing solutions with consideration of tax aspects

Consultation

Advice on financing issues,Market, utilisation and location analyses

Fiduciary

Evaluation of financing solutions,Inclusion of taxation issues,Mortgage portfolio management

Fiduciary and corporate consultancy

Company foundation

Forms of contact

By telephone,Free consulting,In-store,On the customer’s premises,Online

Insurances

Accident insurance,Building insurance,Car insurance,Household contents insurance,Legal expenses insurance,Personal liability insurance,Private provision,Professional liability insurance

Location

Close to public transport,Parking site,Wheelchair-accessible,Wheelchair-accessible parking

Sales

Administrative processing,Coordination/negotiations,Marketing concept,Organisation and planning of administration/management,Sales and contracting,Sales documentation,Sales platform,Support with notarial processes

Supplements & coverage

Accident abroad & travel insurance,Alternative medicine,Ambulance,Dental insurance,Glasses, contact lenses & laser treatment,Preventive check-ups,Private & semi-private hospitals,Short-term disability allowance,Sport & health

Tax advice

Tax returns for individuals

Categories

Financial advice

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