General Financial and 
Wealth Advice

Advice and analysis of existing providers and products in the market, tailored to your current life and financial situation:

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• Swiss 3 pillar system; (social security/pension fund/pillar 3a, gaps, savings accumulation, life polices, annuity payments

• Banks & insurance companies; offerings, products, costs, premiums​

• Taxes; income and savings taxes on the base of municipality, cantonal and government

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Price for general financial and wealth advice:
CHF 250.00 / hour