We are a team with vast experience in insurance, property financing, corporate employee benefit programs, retirement planning, investment planning, tax advice, payroll, legal and notarial advice, etc.
We are a team with vast experience in insurance, property financing, corporate employee benefit programs, retirement planning, investment planning, tax advice, payroll, legal and notarial advice, etc.
Our experience shows every day that there is a real need for advice on how to plan for retirement, optimise the swiss social security (1st, 2nd and 3d pillars), taxes and estate planning. Even understanding your own pension certificate is daunting!
These questions should be addressed in time!
To accompany you through all stages of life and provide you with the best possible advice on:
When you agree to meet up with us, our structured activity is the following:
Our conclusions will be submitted in writing.
We guarantee a coordinated approach to all financial products and services through proven providers:
Depending on your personal situation and requirements, we will coordinate with our partners to submit to you a written global overview of the steps we advise you should take.