Our Consulting Services

CHF 690

Together we analyze and optimize your budget, identify savings potential and independently create your concept for sustainable wealth building.

• Budget Analysis
• Budget Optimization
• 3-Pillar System
• Savings System

from CHF 990

Get an independent, comprehensive overview of your provision and protection situation and receive concrete, sustainable recommendations.

• Financial Goals
• Existing Provision Solutions
• 3-Pillar System
• Disability & Death Protection

CHF 790

In a comprehensive consultation, we clarify the basics of asset classes, develop your long-term strategy and set up your investment system together – ready for your wealth building.

• Asset Class Education
• Investment Plan Development
• Broker/Bank Comparison
• Practical Tips & Tricks

from CHF 1,390

A comprehensive analysis of your financial situation, optimization of your AHV and pension fund benefits, tax strategies and an individual action plan that is easy to understand.

• Comprehensive Financial Analysis
• Tax Strategy Calculation
• Clear Action Plan
• Guidance Until Retirement

by the hour

Find the best financing for your property with transparent mortgage comparisons, support with negotiations and individual advice on affordability, interest rates and amortization.

• Financing Review
• Offer Collection
• Interest Rate & Product Comparison
• Negotiation Support