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Life Cycle Planning - Early Stage

Early stage financial life cycle planning involves setting financial goals, creating a budget, building an emergency fund, managing debt, and starting to invest. It lays the foundation for long-term financial success.

Arriving in Switzerland

So you’ve arrived. Our warmest welcome. You’ll likely need a helping hand to understand your new environment and how to start building for your future in Switzerland.

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Having a Child

Congratulations! The best of luck as you adapt to life with your new arrival. Understanding and making a plan for the future success of your children requires sound planning. Budgeting, extra insurance, savings for the child’s future needs are all steps that need to be considered.

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Saving for Property

Your dream home could be around the corner. Setting realistic expectations and saving for a deposit requires discipline. You’ll need to understand what mortgage options are available and how you can manage the risks of taking on the largest debt most people will have in their lives.

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The Next Stage – Developing Stage

Explore life cycle planning - Developing Stage

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Navigating the Swiss financial system can be tricky, but that’s what we’re here for! Kindly submit your contact information and we’ll get back to you.

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