smzh ag is an independent financial services provider offering private and corporate clients comprehensive, tailored advice and services in finance & investments, pensions & insurance, mortgages & real estate, and tax & legal matters. Services include financing and investment advisory and a 360° check-up to analyse clients' financial situations; the company is listed in the FINMA register for insurance intermediaries (Register No. F01086868).
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Independent, comprehensive financial advice for private individuals, families, self-employed people and entrepreneurs; wealth accumulation, retirement planning, optimization of existing financial structures, budget planning, investments and taxes.
Pension provision analysis
Analysis and planning of occupational pension provision as well as Pillars 3a and 3b; review of the pension fund statement, identification of pension gaps, recommendations for optimization and support during implementation.
Tax return
Support with completing the tax return with a digital client portal, document upload, pricing tiers for individuals, families and cases involving property.
Real estate valuation
Valuation of real estate properties for purchase or sale; appraisal using recognized valuation models, notes on risks and opportunities, and support throughout the valuation process.