Services

Financial planning - achieve financial security with integrated planning

Real estate - advice and support for real estate transactions

Residential property - together towards your own home

Insurance - security and provision in all circumstances

Accountancy - clean recording of business transactions is the base for success

Taxes - evaluation of tax planning possibilities and preparation of the tax return

Investments - suitable investment based on personalized risk profile and optimal diversification

Company foundation - support in achievement of self-employment and company foundation

SME succession - towards a smooth transition of the company

Registered insurance intermediary VAG
Investment funds intermediary licensed by Swiss Financial Market Supervisory Authority