K Gestion Sàrl provides financial and wealth planning advisory services, including financial planning, pension and insurance analysis, real estate support, tax and succession advice, portfolio analysis and administrative assistance. The founder, Sylviane Bonfadelli, has professional banking experience and holds Swiss Federal qualifications in financial advising and human resources.
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Comprehensive wealth advisory
Comprehensive wealth advisory, financial planning, retirement provision and insurance, real estate, taxes and succession, wealth management and administrative services.
Financial planning
Synthesis of the current financial situation, forecast of resources for retirement, and advice to achieve financial goals.
Retirement provision and insurance
Analysis of private and occupational retirement provision, scenarios for the LPP pension or a capital withdrawal, identification of over- or undercoverage.
Real estate
Support for the acquisition of a property, interest-rate comparison, options and conditions, explanation of the differences in loan amortisation.
Taxation and succession
Analysis of contribution buybacks, tax impacts, the protection of loved ones and pensions.
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