Certified Financial Consultant

One Call.

Total Financial Clarity.

Trusted financial consulting for Expats, Entrepreneurs & HNWIs in Switzerland – personal, discreet, and strategic.
15+
years experience
1000+
clients
100%
client retention rate
The Swiss system can feel overwhelming.
Moving to Switzerland brings new opportunities - but also a maze of financial rules, insurances, and taxes that can quickly feel overwhelming.
You don’t need to figure this out alone. That’s where we come in.
Pillar Confusion
Struggling to understand Switzerland’s 3-pillar pension system.
Insurance Maze
Health, liability, private – where to start?
Tax Pitfalls
Avoid costly mistakes as a foreigner.
Family & Wealth
Protect what matters long-term.
One Partner. Total Financial Clarity.
Primea Consulting provides boutique-style, discreet and strategic financial consulting – tailored for expats, NRIs, HNWIs and entrepreneurs in Switzerland. We simplify complexity and give you clarity in every decision.
Insurance Clarity
Health, liability & private insurances made simple.
Tax Optimization
Navigate Swiss taxes with confidence and strategy.
Wealth Planning
Build and preserve wealth across borders.
Protection & Security
Safeguard your assets and your family’s future.
Boutique Financial Consulting with Heart & Expertise.
At Primea, we don’t just advise — we guide. Founded by a certified financial consultant with international experience, we combine Swiss precision with global perspective to help expats, NRIs, and entrepreneurs find clarity and peace of mind.
With us, it’s not about selling products. It’s about long-term relationships and smart, discreet planning.
How It Works
Just 3 Steps to Total Financial Clarity.
Book your consultation
Get started with a quick, no-obligation call. We’ll listen to your needs and explain how we can help – discreetly and clearly.
Get a clear roadmap
We’ll map out your entire financial situation: insurance, taxes, pensions, and more – tailored to your life in Switzerland.
Live stress-free in Switzerland
With full clarity and a trusted partner by your side, you can focus on what really matters: your life, family, and goals.
FOR Expats, Entrepreneurs & HNWIs
One Call. Total Financial Clarity.
Book your personal consultation — discreet, strategic, and tailored to your life in Switzerland.
What Our Clients Say
Real stories. Real clarity.
Primea helped me navigate Swiss taxes with confidence. I finally feel in control.
Aakash M.
Software Engineer from India
As an expat, I had no idea how to handle health insurance. One consultation changed everything.
Julia R.
British Professional in Zürich
Discreet, honest, and extremely professional. I recommend Primea to anyone moving to Switzerland.
Marc L.
Entrepreneur & HNWI
Moving from the US to Switzerland was overwhelming — but Primea simplified everything from day one.
Lauren B.
Marketing Director from the United States
Thanks to Primea, I now understand the Swiss pension system and feel confident planning my future.
Kenji T.
Financial Analyst from Japan
After relocating from South Africa, Primea gave me the clarity I needed on insurances and taxes. Truly professional service.
Thabo N.
Project Manager from South Africa
Primea helped me navigate Swiss taxes with confidence. I finally feel in control.
Aakash M.
Software Engineer from India
As an expat, I had no idea how to handle health insurance. One consultation changed everything.
Julia R.
British Professional in Zürich
Discreet, honest, and extremely professional. I recommend Primea to anyone moving to Switzerland.
Marc L.
Entrepreneur & HNWI
Moving from the US to Switzerland was overwhelming — but Primea simplified everything from day one.
Lauren B.
Marketing Director from the United States
Thanks to Primea, I now understand the Swiss pension system and feel confident planning my future.
Kenji T.
Financial Analyst from Japan
After relocating from South Africa, Primea gave me the clarity I needed on insurances and taxes. Truly professional service.
Thabo N.
Project Manager from South Africa
What would you like support with?
Ritesh Sood
VBV Certified Consultant
Book your 1-on-1 consultation
Get tailored financial guidance for your life in Switzerland – no strings attached.
FAQ – Frequently Asked Questions
Who is this consultation for?
Our service is designed for expats, international professionals, and high-net-worth individuals living in or moving to Switzerland. Whether you just arrived or have been here for years — we’ll tailor the advice to your unique situation.
How much does the consultation cost?
The initial consultation is completely free and non-binding. It’s your chance to ask questions, gain clarity, and explore whether working together makes sense.
What topics can we cover during the consultation?
Anything related to private financial matters in Switzerland — health & personal insurance, tax optimization, retirement planning (Pillar 3a/3b), wealth strategy, legal coverage, and more.
Do you work independently or represent specific companies?
We work independently and focus on what’s best for you. We have access to a wide range of Swiss financial products and providers, but you always remain in control.
Can I book a consultation even if I’m not living in Switzerland yet?
Absolutely. Many of our clients reach out while planning their move. We can help you prepare the financial and legal groundwork in advance.
Etwa 30 Wörter sind optimal, um einen Absatz zu füllen und für gute Lesbarkeit zu sorgen.
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+41 44 797 99 35
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