ADAVIA SA provides retirement and pension planning, financial and patrimonial planning, and advisory services for insurance selection and claims management. The firm offers guidance for cross-border workers on Swiss and French pension coordination, performs pension provision analyses and manages contract optimization and administrative procedures.
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Industry:Insurance Brokerage & Consulting
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Retirement preparation in Switzerland with projections of income from AHV, pension fund (BVG) and the 3rd pillar, deciding between pension (annuity) or lump sum, a personalised written plan and ongoing follow-up over time.
Cross-border retirement planning
Retirement planning between France and Switzerland for cross-border commuters, coordination of AHV, BVG, CARSAT and AGIRC-ARRCO entitlements, liquidation timeline and tax decisions.
Swiss tax correction
Correction of Swiss withholding tax via DRIS or TOU, analysis of the file, calculation of deductions, preparation and follow-up until the transfer is made.
French tax return
French tax declaration for cross-border commuters, CHF/EUR conversion, forms 2042, 2047 and 3916, tax credit or exemption depending on the canton of work.
Financial planning
Personalised financial planning with a diagnosis, strategy for income, expenses, assets and wealth, tax optimisation, retirement preparation and protection of the household.
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