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Independent Financial Planners

We are a life cycle financial planning business offering a variety of financial services in order to best assist our valued clients.

Established 2017

We have been operating since 2017 from our Nyon Office (Vaud)

30+ Team Members

Our team consists of a diverse range of cultural backgrounds. We do this not only to diversify the company but also to assist our clients in their native languages.

2’500+ Clients

We have helped thousands of international professionals navigate their Finances (pensions, taxes, investments, mortgages)

Swissential office
Swissential office

Your situation:

Your financials:

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How to become a client:

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When you become a client:

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The key to any successful relationship is balance

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