The company's core activity is providing consulting services in the areas of finance, taxes, insurance, and pension planning. This includes, in particular: Financial consulting, Tax consulting (including tax returns), Insurance consulting, Consulting on pillar 3a accounts, Pension planning consulting. The company offers its clients individual and independent consulting to achieve their financial goals and represent their interests.
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Industry:Financial Services
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Independent financial advice on financial, tax and retirement planning topics, with tailored solutions, scenario analyses, a long-term financial and investment strategy and transparent fees.
Tax Return
Professional completion of the Swiss tax return with an online appointment, fixed packages, deadline extension, tax optimization and support for individuals, families and students in several cantons.
Pension Portability Advisory
Advisory on pension portability accounts and pension portability deposits, including comparison of providers, selection based on costs, returns and risk, and support when withdrawing and transferring.
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