Marbacher Solutions operates PlanWise, a website offering free financial tools, guides and consulting services for Switzerland. Its content focuses on budgeting, pillar 3a, retirement planning, taxes, home ownership and related personal finance topics.
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Leadhub delivers verified contact details and decision-makers from over 750,000 Swiss companies — management, procurement, marketing, HR.
Financial advice on taxes, retirement provision, insurance, investments and home ownership; with a written action plan, analysis of actual documents, and no product sales.
3a Review
Written review of pillar 3a with analysis of fees, strategy, structure and tax-optimized withdrawal; delivered as an individual report without a meeting.
Pillar 3a Optimization
Calculation of optimal 3a contributions, staggering, account opening and payout planning, including tax estimates for the personal situation.
Retirement Simulation
Simulation of AHV, pension fund, 3a, assets, expenses and life events to check the financial situation into retirement.
Budget Calculator
Personal budget with income, expenses, savings potential, Swiss benchmarks and export; created in a few questions or from a template.
Homeownership Check
Affordability, equity, financing and tax aspects for buying a house or apartment in Switzerland; including timeline and mortgage guidance.
Rent-vs-Buy Calculator
Comparison of renting and buying over the full term, including maintenance, pension fund withdrawal, opportunity costs and financing.
Salary Calculator
Gross-to-net salary calculation with AHV, pension fund, unemployment, non-occupational accident insurance and cantonal taxes; including monthly, daily and cantonal comparisons.
Wealth Tracker
Anonymous wealth comparison against the Swiss average; optionally includes the pension fund and runs in the browser.
Financial Check
Short self-check on budget, savings rate and financial situation with recommendations and links to matching tools.
Financial Courses
Planned video courses on saving and investing in Switzerland, with modules, worksheets and a waitlist before launch.
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