At smzh, we understand that life is dynamic – constantly evolving and often unpredictable. This is why we take an agile and holistic approach to financial services. Our goal is to flexibly adapt to the individual needs of each of our clients.
In assessing our clients' financial circumstances, we consider not only bankable assets, but also non-bankable assets, and we incorporate key topics such as retirement planning, insurance, mortgages, real estate, taxes, and legal matters into our advisory process. This results in financial services that truly provide what you need in your current stage of life – tailored, comprehensive, and forward-looking.
smzh ag is an independent financial services provider offering clients holistic, transparent, and sustainable advice in the areas of finance & investments, pension & insurance, mortgages & real estate, as well as tax & legal.
Our personal financial planning takes into consideration your initial circumstances as well as your wishes and goals. Our holistic approach enables us to offer you comprehensive and tailor-made solutions.
Depending on where you are in life, your goals and needs will differ. This is why we look forward to accompanying you as a proactive partner in all stages of life.
In partnership with you, we plan, implement, and monitor your projects.
We actively support you in price and contract negotiations with service providers (e.g., banks, insurers, pension funds, mortgage lenders, real estate sellers, property managers).
In most cases, we can achieve considerable cost savings.
Contact us anytime! We strive to answer any questions you may have.
