SERVICES

The MMAS Consulting GmbH offers services within the following areas:

20

Years

Experience

Current

Investment Mandates

Specialized

Areas

Experienced

Partners

MMAS Finanz- und Vermögensverwaltung

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

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

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

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

MMAS Hypothekeberatung