Services

The typical client does not exist! Each client has his own history and background. It is imperative to first clearly define your personal goals and priorities in combination with your constraints.

Devising the right strategy to optimize the different components of your financial situations necessitates a holistic approach between legal, fiscal, financial and succession planning.

Do you have the following questions:

• How do I get higher returns on my savings?
• Is it possible to participate in bonds and equities with a small monthly savings plan (as of CHF 100/month)?
• How do I put aside money for my children’s future?
• How do I reduce my taxes?
• How do I save on my always-increasing health insurance?
• Which possibilities do I have for putting aside money for my future home?
• How do I optimize my real estate financing?
• Can I get more savings on my insurances or do I have overlaps or even lack of coverage?
• If I become unable to work due to an accident or illness (1 out of 10 do), how can I guarantee my salary?

If you do, I would propose an initial meeting at your convenience so that we together may determine your needs.