Heberling Serge

Financial planning consultant specializing in pensions, taxation, real estate financing and wealth management

• Study of your current social and professional situations
• Definition of your financial objectives and implementation in order to achieve them
• Mortgage financing
• Study of your AVS/AI/LPP benefits
• Tax form to fill in, rental value calculation, tax optimization, taxation of capital withdrawals
• Financial plan calculation, follow-up for financing and steps to be taken
• Advice on BVG or 3rd pillar withdrawals, building up equity
• Advice on donations and inheritance
• Planning for early retirement
• Wealth management and management mandates
• Analysis of your insurance portfolio