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Process Driven
Systematic approach to financial planning delivered through established procedures and controls
Culture Conscious
Advisors available in your native language
Tailored Financial Advice
You are at the center of our process. We provide a service tailored to your needs.
150m CHF
Over 150m of assets under our influence spread across 2’500 clients.
We provide financial consulting services
Your trusted guide to life in Switzerland. Discover expert insights on expat living, finance, and more. Your key to success in Switzerland.
Our Services
Life Cycle Planning
This is the strategic process of managing financial resources over a person’s lifetime, encompassing earning, spending, saving, investing, and protecting assets, with the aim of achieving financial goals and security.
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.
Developing Stage
Developing stage financial life cycle planning involves increasing savings, potential property purchase, developing a long-term financial plan, establishing retirement accounts, and managing debt effectively. It focuses on building wealth and preparing for future financial needs.
Mature Stage
Mature stage financial life cycle planning involves building and preserving accumulated wealth, managing retirement savings, creating tax efficient savings plans and managing the risks accumulated through employee stock plans. It focuses on ensuring financial assets are held and managed efficiently.
Pre-Retirement
Pre-retirement stage financial life cycle planning involves assessing retirement needs, maximizing retirement accounts, paying off debt, and planning for healthcare costs and other large expenses that may come to fruition in retirement. It focuses on preparing for a comfortable retirement.
Investment Advice
Investment advice is a valuable resource for investors, providing you with expert guidance, personalized strategies, risk management, and education, all of which contribute to enhancing the likelihood of achieving your financial goals and building wealth over time.
Regular Savings Advice
Regular saving advice involves creating a long-term investment plan that emphasizes consistent contributions to a diversified portfolio. It considers your goals, insurance needs, risk tolerance and time horizon for optimal returns. The advice considers tax efficient savings and ensures allowances are fully optimized.
Lump Sum Investment Advice
Lump sum investment advice involves providing guidance on investing a large amount of money in a single transaction. It considers your goals, risk tolerance, and market conditions to create a diversified portfolio for optimal returns. We analyze the ability to make tax efficient lump sum savings to ensure your portfolio is fully optimized.
Tax Planning
Our Tax Planning Advice service involves creating strategies to minimize tax liabilities and maximize after-tax income. It considers your financial situation, goals, and the relevant tax laws to optimize deductions, credits, and investments for tax efficiency.
Leaving Switzerland
We provide guidance on financial, tax, and legal considerations for individuals or families relocating from Switzerland. It includes asset transfer, tax planning, and investment advice
Download a guide to Arriving in Switzerland
Arriving in Switzerland can be incredibly difficult, in this guide we go into great detail on managing your finances in Switzerland.
Download Guide (Arriving in Switzerland)
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