Avoid overpaying or missing key deductions as a newcomer.
Setting up financial basics correctly
Bank accounts, pension, legal coverage – in the right order.
Finding someone who truly speaks your language
Not just linguistically — but culturally and financially.
Personal. Strategic. Stress‒free.
Our Financial Welcome Packagefor Expats
We help you build a solid foundation in Switzerland — from mandatory insurances to smart tax strategies. Everything tailored to your personal situation.
Insurance Clarity
Health, liability & private insurances made simple.
Smart Tax Strategies
Optimize your taxes as a newcomer and avoid hidden costs.
Retirement & Pension Planning
Understand the 3-pillar system and start building long-term security.
Multilingual, Personal Support
Guidance in English and other languages, with cultural sensitivity.
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.