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Swiss Financial Planning

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Switzerland provides a great place to work and live, places like Basel, Geneva and Zurich are often voted the best cities to live in the world. The systems for healthcare and pensions are different to many counties in mainland Europe.

Over the years we have developed a fully integrated Swiss office helping Private and Corporate clients in areas like; Pensions, Insurances, Accounting, Taxes and Real Estate.

If you are a long term Swiss Resident, an expat or somewhere in between at some point you will need to seek advice in regard to your Swiss Finances.

Switzerland’s Pension system is based on a Three Pillar System

  • Pillar 1 – State provided pension
  • Pillar 2 – A combination of both yours and your employer’s contributions
  • Pillar 3 – A voluntary scheme designed to top up your retirement savings
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We help clients set up Pillar 3’s based on location and personal circumstances; in many cases we can save clients approximately 2,000 Swiss Francs a year. And if you live in Geneva the tax relief can be higher.

All of our Swiss Product offerings are fully regulated in Switzerland and any business conducted is written under FINMA and ARIF licencing.

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