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Swissential SA
  • About Us
    • Who We Are
    • What We Do
    • Our Regulation
    • What’s In It For Us
    • Testimonials
    • Advisory Process (Video)
    • Affiliates/Partners
  • About You
    • Arriving in Switzerland
    • Thriving in Switzerland
    • Leaving Switzerland
    • Retiring in/from Switzerland
  • Client Portal
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Planning

Money And The Impact On Mental Health

May 23, 2022 by Stephen
Learning how mental health and money are connected is an important aspect of keeping balance in your life. Planning your finances might feel like an overwhelming task. And lots of ... Read more
Categories Thriving, Living Tags Advice, Anxiety, Balance, Example, Expenses, Health, Mental Health, Money, Planning, Risk Leave a comment

Ladies, please make your own retirement and protection provision!

May 16, 2022 by Estar
Ladies, it is a fact that we are more likely to sacrifice our careers to take care of our children or to take care of the home. But what most ... Read more
Categories Thriving, Living, Pensions, Taxes Tags 2nd pillar, Advice, Example, Health, Insurance, marriage, pension, Planning, Risk, Social Contributions, Taxes, Women Leave a comment

“Inflation” The Hidden Tax

May 10, 2022 by James
Have you ever heard a family member start a rant with “back in my day…” and discuss how the price of milk, fuel, or the house they bought years ago ... Read more
Categories Thriving, Living, Savings, Taxes Tags cash, Cost, Global income, Inflation, Living in Switzerland, Planning, Switzerland Leave a comment

The myth about the 1% fee

March 15, 2022 by Stephen
“You should never pay more than 1% a year for your investments” I’m sure some of you have been to a seminar at work or listened to some YouTube finance ... Read more
Categories Thriving, Investment Tags Advice, cash, Data, Fees, Global income, Planning, Research, Risk, Savings Leave a comment

Risk Tolerance Stability During Uncertain Times

March 9, 2022August 11, 2021 by Adrian
The Covid-19 pandemic has delivered unusual stock market volatility. Recent headlines like “Risk tolerance drops as investors sell down” or “Has the coronavirus revealed a client’s real risk tolerance?” may ... Read more
Categories Thriving Tags Advice, Crisis, Data, Global income, Planning, Research, Risk, Savings, Statistics Leave a comment

I love my child “at least” this much!

March 9, 2022August 10, 2021 by Jonathan
We will all ALWAYS do everything in our power for our children. Now, that being said – this is a blogpost from the perspective of a Financial Consultant, so let’s ... Read more
Categories Thriving Tags Advice, cash, Children, Living in Switzerland, Planning, Savings, Social Contributions Leave a comment

Are you anchored?

March 9, 2022July 14, 2021 by Stephen
We are all guilty of anchoring. As we sail through the sea of knowledge, we throw our anchor overboard and sure enough, we rest upon a piece of information. We ... Read more
Categories Thriving Tags Advice, cash, investments, Planning, Risk Leave a comment

Unexpected Events

March 9, 2022July 2, 2021 by Thomas
Unpredictable times, what more can I say... Just over a year ago now, I genuinely, like many others, thought covid 19 was just a minor scare… How wrong could I ... Read more
Categories Thriving Tags Covid-19, Living in Switzerland, Planning, Switzerland Leave a comment

The Importance of Timeframes

March 9, 2022June 24, 2021 by Dameli
Around 7 years ago when I was still studying for my degree, I was killing time with one of my friends before the class. We were drinking coffee and waiting ... Read more
Categories Thriving Tags Advice, Fortune-telling, luck, marriage, Planning Leave a comment

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  • Money And The Impact On Mental Health
  • Ladies, please make your own retirement and protection provision!
  • “Inflation” The Hidden Tax
  • Swiss Passports: getting a passport. Who can get one?
  • Sustainable and socially responsible investing: the new normal
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