360° Check-Up – Holistic financial analysis for clarity, structure, and certainty for the future
The smzh 360° Check-Up is much more than traditional financial consulting – it is the key to gaining a complete overview of your financial situation.
Through a structured and independent approach, we analyze your finances, pension planning, real estate holdings, and taxes as interrelated components.
This allows you to see exactly where you stand, identify untapped potential, and discover how to achieve your goals more efficiently.
Clarity is never a matter of chance – it is the foundation of sound decision-making.
We consider your entire financial and private situation – without selling pressure and with a focus on your personal goals.
You gain a clear overview of your existing solutions, contracts, and potential – in a compact and understandable way.
We collect offers, compare terms, and negotiate with banks, insurers, and partners in your best interest.
Our check-up is a process. We remain by your side – in case of adjustments, changes in your circumstances, and new projects.
One contact person with access to the entire network of smzh experts in the areas of finance, pension, real estate, tax, and law.
Analysis of your liquidity, wealth structure, and investment strategy – individually tailored to your plans and investment horizon.
Assessment of your benefits of the 1st, 2nd, and 3rd pillar as well as your insurance policies – with a focus on efficiency, protection, and security for the future.
Evaluation, financing, and interest rate analysis – we accompany you when buying or selling real estate or when adjusting your mortgage. Neutrally and solution-focused.
Analysis and optimization of your tax structure – including forward-looking planning and a focus on legally sound tax-optimized solutions.
For everyone who would like to gain a holistic understanding of their financial situation and optimize it for the long run. The check-up is particularly relevant when taking important life decisions such as, a first job or deciding to start a family, buying real estate or accumulating wealth, establishing a company or planning succession or preparing for retirement.
The 360° Check-Up is your key to gaining a complete overview of your financial situation. For clarity, structure, and certainty for the future.
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)
Your advantages with the smzh 360° Check-Up:
We handle questions such as those shown on the right on a daily basis. You don't have to deal with them by yourself – the initial consultation of 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.
Schedule a non-binding initial conversation today – we look forward to getting in touch in person, by phone, or online.
Together we gain clarity over your financial situation and develop a strategy that is fully aligned with your goals and life plans.
