Switzerland can be complex. Your finances don't have to be.
Independent financial advice in Switzerland.
Switzerland is complex.
Your finances don't have to be.
Taxes, insurance and pensions here are hard to navigate, especially if you didn't grow up in the system. Most advisors earn commissions on what they recommend. So it's hard to know if the advice is really for you.
We charge a consulting fee and recommend nothing we profit from. That's it.
Why the business model matters
When the advisor has no stake in the product, the advice changes.
We earn nothing from insurers, banks, or product providers
You pay a consulting fee. That's our only income.
You stay in control of every decision
If switching providers doesn't help you, we say so
How it works
Book a consultation
Pick a time and tell us about your situation.
Analysis
We review your setup and identify what can be improved.
Recommendations
You get a written summary with concrete next steps.
Book a consultation
Pick a time and tell us about your situation.
Analysis
We review your setup and identify what can be improved.
Recommendations
You get a written summary with concrete next steps.
15 minutes is enough to know if we can help.
Book a short call. If it's not a fit, we'll tell you.