Our brokerage services and consultations for private clients.

Tax returns, insurance, pension planning – dealing with financial matters is often complicated and time-consuming. At 360 Consulting AG, we make it easy for you and take over a wide range of tasks – competently, transparently, and affordably.

Your advantages:

  • Tailor-made solutions for optimal risk coverage

  • Close support in the event of a claim

  • Solutions tailored to your needs

  • Opportunity to benefit from premium savings

  • Everything from a single source

We answer the following questions for private clients:

  • How well am I insured?

  • Which tax optimizations are being implemented?

  • What will my financial situation look like upon retirement?

  • AHV contributions and benefits — what can we expect?

  • Withdraw pension fund assets as an annuity or as capital? The trend is not always the right choice

  • How well are my family and I insured against the unforeseen?

  • How do I finance my dream home?

  • Transfer and change of ownership of real estate

  • Initiating company handovers in good time

Let us complete your tax return.

This saves you time and, in the best-case scenario, can also save you taxes.

Our services at a glance.

As an independent financial service provider, we offer you various consulting services.
You can benefit from our all-round advice on the following topics.

Insurance

A single point of contact for questions regarding optimal insurance coverage

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Real estate

We accompany you when selling your property and support you throughout the entire sales process.

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Pension Provision

We plan the future with you and ensure that you achieve your financial goals.

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Complete tax return

Save time and let us complete your tax return.

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Mortgage

The desire for your own four walls. We advise and support you in the purchase of your dream home.

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Financial planning / Pension consulting

The dream of early retirement or the desire to fulfill a dream. We show you how to achieve your goals.

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Benefit from our express service now and request a policy comparison.