Services
From the first meeting to annual reviews, each step is designed to bring you clarity and peace of mind in managing your wealth.
Free · 45 min · No commitment
An initial conversation to understand your situation, goals and concerns. Together, we assess whether guidance could be valuable and in what form.
Comprehensive wealth diagnosis
An in-depth analysis of your entire financial situation: income, expenses, savings, pension, taxation, succession. You receive a structured report with concrete recommendations.
Preparing the transition with confidence
Comprehensive simulation of your retirement income: OASI, occupational pension, 3rd pillar. Analysis of contribution buyback options, annuity / capital arbitration, and tax-optimised withdrawal strategies.
A 360° view of your wealth
Full-scope guidance integrating wealth, taxation, succession, real estate and insurance. Each dimension is analysed for overall coherence to build a bespoke wealth strategy.
Comprehensive planning + annual review
Comprehensive financial planning complemented by a structured annual review. Your strategy is reviewed and adapted each year based on changes in your personal, tax and wealth situation.
Fees are discussed during the discovery session, in full transparency.