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General Financial and 
Wealth Advice

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

  • 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

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

Gestaltung am Tablet

INVEST TODAY INTO YOUR FUTURE!

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