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SERVICES

The MMAS Consulting GmbH offers services within the following areas:
 

  • General Financial and Investment Advice

  • Advisory Services for Export & Import in the Soft commodity sector

  • Retirement and Pension planning

  • Relocation and Insurances

  • Financial Markets and Investments

20

Years

Experience

7

Current

Investment Mandates

5

Specialized

Areas

3

Experienced

Partners

MMAS Finanz- und Vermögensverwaltung
Reisender im Zug

General Financial and 
Wealth Advice

  • Swiss 3 pillar system; (social security/pension fund/pillar 3a, gaps, savings accumulation, life polices, annuity payments

  • Banks & insurance companies; offerings, products, costs, premiums​

  • Taxes; income and savings taxes on the base of municipality, cantonal and government

MMAS Pensionierungsberatung
Sonnenuntergang beim Kajakfahren auf dem See

Retirement and Pension Planning

  • Analysis of pension statement (accumulated savings, interests, payments, compulsory contributions etc.)

  • Comparison capital option vs. life-time annuity payments

  • Pay-outs of accumulated savings when and what extent possible?

  • Preparation of an individual pension plan (evolution of assets and effect on taxes by different scenarios)

MMAS Anlageberatung
Eine Frau analysiert Aktien

Investment Advice

  • Risk Analysis; Risk awareness vs. Risk ability

  • Stock vs. Bonds vs. Investment Funds vs. Alternative Investments (expected yields/risks)

  • Offerings, products & solutions from banks and independent asset managers (fee comparison)

  • Preparation of a personalised investment proposal

MMAS Relocation
Szene aus dem Schifffahrtshafen

Relocation Services

  • Support and recommendations when dealing with banks (formalities, documents, account opening forms, closing instructions etc.)

  • Tax comparison of different domiciles within Switzerland (cantonal & municipality taxes)

  • Translation/support with official documents

INVESTING TODAY INTO YOUR FUTURE!

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