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DirectoryPublic Administration & EducationContinuing Education InstitutesFerpiclozSimple Finance Sàrl
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Verified· 3 sources

Simple Finance Sàrl

Summary

About the company

Simple Finance Sàrl provides tax return preparation and financial advisory services, including video consultations, paperless online filing and subscription-based financial planning packages covering pensions, insurance and asset-management topics.

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Products & services

Industry:Continuing Education Institutes
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Financial Advisory
Comprehensive financial advisory with a personalised financial roadmap, aligned with retirement provision, insurance, wealth building, real estate, and tax implications.
Retirement Planning
Retirement planning advice on the AHV, pension fund, pillar 3a and pillar 3b, including projected pension estimates, analysis of gaps in retirement provision and buy-in potential.
Insurance Advice
Advice on contents insurance (household), private liability, building, motor vehicle, legal protection, and health insurance solutions, as well as a review of basic and supplementary cover.
Owner-Occupied Home Financing
Advice on financing a house or apartment, affordability, the mortgage, choosing a bank or an insurance company, and using retirement funds.
Tax and Financial Advice for Real Estate
Tax and financial support covering owner-occupied property, sale, capital gains tax on the sale of real estate, deductions, affordability questions, and sale planning.
Reviews

Aggregated rating

Aggregated rating
4.4
of 5

Aggregated from 41 reviews across all connected sources

Sources
GGoogle4.441
★TrustpilotSoon
PProvenExpertSoon

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Location

Impasse des Biches 32
1724 Ferpicloz
Opening hours
Mon
09:00 - 19:00
Tue
09:00 - 19:00
Wed
09:00 - 19:00
Thu
09:00 - 19:00
Fri
09:00 - 19:00
Sat
09:00 - 19:00
Sun
Closed

At a glance

Legal form
Limited Liability Company
UID
CHE-493.089.426
Founded
2023 · 3 years
Last commercial register change
October 6, 2025
Employees
1 to 10

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