R-Finance.ch helps you make smarter decisions on Swiss insurances, taxes, and paperwork – with fully independent, transparent consulting.
Write Us
info@r-finance.ch
Call Us
078 266 00 08
Why Choose us?
We provide independent, commission-free consulting tailored to your needs. Unlike traditional brokers, we don’t sell products – we focus on what’s best for you. Whether you need help with insurance, taxes, or administrative tasks, we simplify the process so you can focus on what matters.
100% Independent & Unbiased – No sales, just expert consulting.
Tailored for Expats & Professionals – Solutions that fit your needs.
Main Services
Insurance Check
Independent guidance to help you optimize your Swiss insurance setup – with or without switching providers.
We review your health insurance, pension plans and other coverages to make sure you’re not overpaying and that you’re properly protected. You’ll receive a clear overview, suggestions for savings, and full peace of mind.
We check your coverage vs. premiums and find smarter options.
Pension Planning (3rd Pillar) Optimize for tax savings & long-term returns.
Home, liability, accident & more – where are you overinsured or missing coverage?
Tax Declaration & Optimization
Swiss taxes can be complex – we simplify the process and help you save money.
Whether you’re an expat, freelancer, or employee, our tailored approach ensures your tax return is done correctly, with all possible deductions applied. We take care of the paperwork so you can focus on your life.
Claim everything you’re entitled to without missing out.
No stress, no forms – we handle it for you.
Avoid Costly Mistakes
Stay compliant and avoid surprises from the tax office.
Admin Support
Your personal help desk for financial & administrative matters in Switzerland.
From insurance letters to official documents, we assist with day-to-day admin tasks – especially useful for expats who face language and system barriers. No subscription needed – just support when you need it.
Help understanding official documents.
Form filling, cancellations, claims and changes.
From residence confirmations to social insurance forms.
Further Services
Relocation Service
We help you settle in Switzerland with ease— registration, setup & local essentials.
3rd Pillar Advisory
Get expert, unbiased guidance on tax-efficient retirement planning in Switzerland.
All-in-One Admin Support
Flexible help with Swiss paperwork, insurance, banking & more — when you need it.
Pricing Plans
Insurance & Pension Check
CHF 350 - 800.-
Tax Declaration & Optimization
CHF 120 - 200.-
Expat Starter Package
CHF 2000.-
All-In One Subscription
From CHF 2000 - 4000.- / year
Are you paying too much for insurances & taxes in Switzerland?
Most Expats & Professionals Overpay – Find Out If You’re One of Them.
3 out of 5 Expats Overpay
Many pay CHF 500 – 1’200 too much for insurance.
Avg. Savings: CHF 1'500 – 5'000/year
Optimizing your taxes & pension can save thousands.
Small Adjustments = Big Long-Term Gains
Setting up finances correctly from the start pays off.
About Us
Your trusted partner for independent financial advice in Switzerland
Who We Are
We’re a team of independent financial advisors dedicated to helping expats and professionals in Switzerland navigate the complex financial landscape.
Unlike traditional brokers, who earn commissions from the products they sell, we work only for you—not for insurance companies, banks, or financial institutions.
Our Mission
Our mission is to give transparent, expert advice tailored to your situation, whether you’re an expat settling in Switzerland or a professional looking to optimize your finances.
We believe everyone deserves unbiased financial guidance that puts their interests first.
Why Choose Us?
100% Independent
No sales, no commissions, just expert consulting.
We know the unique challenges you face.
From insurance to taxes, we optimize your setup.
We handle the complexity so you don’t have to.
One-time consulting or continuous assistance.
Frequently Asked Questions
This is how we reach the goal
Initial Consultation
In our first conversation, we get to know each other and discuss your current situation.
Needs analysis
Together, we will identify your requirements and needs.
Solutions
We will provide you with a range of tailored solutions, allowing you to select the option that best aligns with your requirements.
Support
I will continue to support you actively, ensuring you always have a dedicated point of contact.