«To best support you in achieving your desires and goals, and to understand your individual needs, personal conversations are at the center of our focus. Only when we know and understand you as well as your current life situation can we develop tailored, holistic, and sustainable solutions.»
«To best support you in achieving the goals and wishes of your SME and to understand your individual needs, personal conversations are our focus. Only when we know and understand you, your company, and its processes can we succeed in developing tailor-made, holistic and sustainable solutions.»
«As an independent financial advisory company we ensure a tailor-made and holistic solution for everyone. It is essential to us that we have a permanent dialogue with our clients. Only then, we understand your goals and wishes. We are committed to provide the best solution for your current and future life cycles.»
«We accompany our clients on their personal journey in all financial matters. An individual advice ensures, that we can optimize your needs together.»
«Comprehensive financial advice makes sense in all life situations and should be checked regularly. The advice must include all topics such as savings, provision, house purchase/financing, insurance and estate planning. A relationship of trust between client and consultant is extremely important. When the advice is provided by an independent company like smzh ag, the focus is on the client's needs. That's what we stand for.»
«Our expertise is based on a holistic consulting approach and many years of experience in the areas of finance, insurance, real estate as well as tax and law. We stand for comprehensive and individual advice. Your needs are our concern and we are happy to accompany you on your way to a secure financial future.»
«As an athlete, I like the comparison between sports and the valuable work of smzh for our clients. We are a coach, sparring partner, listener and questioner. Translated to sports, with our holistic approach in the areas of finance, insurance, mortgage, tax and law, we essentially strenthen the nutrition, regeneration, strength/conditioning, and technique of our athletes, respectively clients.»
«smzh provides financial advice in a multi-layered process, where not only financial figures are key, but also the human being. Therefore, the clients need will be analysed in depth to provide a best-in-class solution for every client.»
«Our goal is to make smzh a leader in embedded finance and insurance in Switzerland. We aim not only to drive innovation but also to have a significant impact on how financial services and insurance are provided to customers. We will become the one-stop-shop. With the use of AI and modern infrastructure, we will offer an excellent client experience and equip our customer advisors with state-of-the-art tools.»
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smzh is pleased to announce the successful opening of its new location at Bahnhofstrasse 55 in Frauenfeld.
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