Founded in 1996, Finanz Konzept AG is an independent financial consulting company based in Switzerland. The firm specializes in providing comprehensive and holistic financial planning services, positioning itself as a neutral partner for its clients. Its services cover a wide range of financial matters including pension planning, investments, mortgages, taxes, insurance solutions, and estate planning. The company is registered with the Swiss Financial Market Supervisory Authority (FINMA) as an unbound insurance intermediary.

Founded in

Switzerland