familie-im-garten

Budgetberatung

Budget advice reduces financial uncertainties

A new life situation changes your financial circumstances. Budget advice helps you to keep an overview and avoid surprises.

Private budget planning is less complex than for a Businesses. Nevertheless, careful preparation of current and expected income and expenditure is important. We will be happy to provide you with a budget template to record your details and will be happy to answer any questions you may have.

What cover do your social insurance policies offer you? If there are any gaps in cover, you can check supplementary insurance. We will be happy to help you with the necessary calculations.

In order to continue day-to-day business and keep the family solvent, it is advisable to draw up an advance care directive, a living will and, for legal entities, signature regulations (capacity to act).

Are you interested in our services?
frau--in-businesskleidung
Anita Agner
Senior Consultant Payroll and Personnel Administration
Swiss Certified Chartered Specialist in Accounting and Financial Management