Financial Planning

Our Services

Asset management and Protection

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Financial planning is the key-stone of what we do and who we are. Your dreams and ambitions is our starting point in formulating your unique financial plan. While circumstances and life changes, we are here to plan and assist you in all changing financial matters.

While formulating your individual and unique plan we consider various areas which include:

• Retirement planning
• Children school fee's
• Short term saving goals
• ​Reconciliation of debt
• Tax consultant
• Legal consultant
• Car, household, building or legal insurance
• Medical insurance.
• Local pension advice and explanations - Swiss 1st Pillar AHV, 2nd Pillar BVG and 3rd Pillar 3a or 3b
• International pension transfers.
• Wills
• Trusts

From the high net worth client to the career starting individual, certain questions remain:

• How can I secure my assets
• How can I increase my statuary protection or increase the confidentiality and security of my portfolio?
• How can I overcome Know Your Client (KYC) and Anti Money Laundering questionnaires each time I make an investment decision.
• Do I need to establish a trust?
• How can I transfer my pension between countries or place it in a regulated preservation where I could get personal control over the investment strategy and increase my investment performance?