About us

Your independent financial services provider - we make the market of insurance and investment offers transparent for you and create your personal financial concept. Naturally tailored to your individual goals and wishes. Service and support are our top priority.

We are only satisfied when you are too!

Our independent financial advice focuses on people and their individual goals and needs in all matters relating to finance and assets.

After a comprehensive financial analysis, you will receive a tailor-made concept from us so that you can achieve your wishes and goals more quickly.

Based on our neutral and company-independent financial advice, we can optimize your costs and expenses and thus achieve targeted savings and higher returns for you.

We implement the concept developed directly. This saves you time and money.

We offer you long-term support and, if you wish, regular handling of your financial matters.
 

Trust

Our services for you:

• Annual financial statements

• Income statement

• Salary statements

• VAT statements

• Registration with the compensation office

See also:
VAT
AHV

Wealth advice

Our services for you:

• Personal and individual wealth advice

• Custody account and risk analysis

• Pension planning

• Savings, withdrawal and payout plans

• Advice and financing of residential property

Pensions

Our service for you:

• Private pension analysis and advice

• Early retirement planning

Insurance

Our services for you:

• Comprehensive insurance advice

• Exclusion of double insurance

• Coverage of insurance gaps

• Premium and benefit comparison

Taxes

Our services for you:

• Tax returns for individuals and legal entities (all of Switzerland)

• Tax returns for persons subject to withholding tax

• Intra-year tax returns

• Filing of deadline extensions

• Property income tax

See also:
steuererklärungscoach.ch