Provision consulting

Every phase of life requires individual, far-sighted planning. This includes the various provision areas, property management and the possibility for tax optimisation. For private individuals it is difficult to keep up with the many regulations and legal guidelines that are constantly changing. Have trust in our experience. We make use of every available measure for optimisation, without losing sight of your goals.

We consider ourselves to be your partner in analysing and discussing your current situation. We make suggestions while helping you and accompanying you in choosing and implementing the decisions that you want to make. Our independence is important to us - no commissions, retrocessions or other remuneration from third parties are paid to CORE.

We will be pleased to assist you with your tax and pension optimization and planning.

What we offer:

Consulting

  • Financial planning

Tax and provision optimisation

  • Health and accident insurance expertise
  • 3-pillar system maximisation
  • Assistance and implementation

Real estate investment

  • Maintenance and renovation
  • ​​​​​​​Choice of financing formulas

Your contact person

Klaus Jenelten

Klaus Jenelten

Partner, Team Leader

Certified Fiduciary, Federal Diploma of Higher Education


T +41 31 978 42 41
kje@core-partner.ch
Valentin Chiquet

Valentin Chiquet

Financial Planning & Pension Advice
BSc HES-SO in Business Administration

 


T +41 31 329 20 52
vch@core-partner.ch

Our sites

Düdingen

Bern

Fribourg

Further services

Fiduciary

Payroll administration

Auditing

Tax consulting & VAT

Financial consulting

Health sector

Public sector