360° Check-Up – Holistic financial analysis for your success
With our 360° Check-Up, we offer you a holistic analysis of your financial situation, tailored to your individual needs. From assessing your initial circumstances to providing customized solutions and long-term support, we cover all areas of life, including finances, retirement planning, real estate, and taxes. Our unique approach combines in-depth expertise with personal guidance to help you achieve your goals efficiently and sustainably. With the 360° Check-Up, you gain not only clarity about your financial situation but also a strategy that secures your future in the long run and supports your ongoing success.
Analysis of your individual goals, wishes, and current financial situation
Identification of your topics of relevance (e.g., retirement provision, mortgages, taxes)
Thorough analysis of your existing financial, insurance, and wealth situation
Identifying areas of optimization such as excess insurance or untapped tax savings
Conducting a market comparison with banks, insurance providers, and other partners
Examining the best offers regarding terms, benefits, and costs
Developing a tailor-made concept that takes into consideration your goals and life stages
Implementing an optimal solution, including contract negotiation and conclusion
Proactive guidance when it comes to adjusting your strategy to changes in your circumstances or market conditions
Gzim Hasani, CEO of smzh ag, explains our 360° advice for private clients: With a personal dashboard, you keep an overview of your financial situation, while we are always by your side. Be it insurances, mortgages, or other topics – we help you make better decisions, never forget any detail, and adjust your strategy flexibly according to your circumstances.
(in German)
Gzim Hasani, CEO of smzh ag, presents the new smzh client portal – your digital cockpit for all financial and insurance topics. All data in one place, key information at a glance, easy upload of invoices or damage reports – we are here to help. You decide what you wish to handle yourself, when you require a personal consultation, and what you would like to automate. Flexible, efficient, with everything in view.
(in German)
Many people end up losing track of their insurance solutions, retirement provision, and financial investments. Our check-up provides a structured analysis and optimization of all these areas.
Be it a new job, establishing a family, or entering retirement – our 360° Check-Up adjusts your financial strategy to any new circumstances.
A lack of transparency or unfavorable contract conditions can cost you dearly. With our check-up, you lock in better terms and avoid unnecessary expenses.
By identifying insurance gaps or analyzing pension plans, our check-up ensures financial security in all situations.
Thanks to the proactive guidance of smzh, your finances are up to speed and well-organized at all times.
Your advantages with the smzh 360° Check-Up:
Call us or make an appointment online for a non-binding first conversation. We look forward to hearing from you.
We handle questions such as those shown on the right on a daily basis. You don't have to deal with them by yourself – our 360° Check-Up is free of charge and non-binding.
The 360° Check-Up is a holistic advisory service that analyzes your financial situation in a comprehensive manner – including finance, pension, insurance, tax, mortgages, and real estate.
It is suitable for anyone who would like to gain clarity over their finances – particularly in the event of significant life changes such as marriage, new job, or retirement.
You gain transparency over your financial situation, identify areas of optimization, and benefit from better conditions as well as a clear strategy.
It is a five-step process consisting of initial conversation, analysis, market comparison, strategy development, and regular support – individual and efficient.
The initial conversation is free of charge. For the further advisory process, you will receive a transparent offer that is fair and tailored to your needs.
