Your finances are far more than just numbers – they are the key to a stable, independent, and fulfilling life. With our holistic solutions, we create transparency regarding your financial situation, identify opportunities for optimization, and develop strategies that are perfectly tailored to your individual goals and stages of life. Whether you need assistance with budgeting, building wealth, selecting suitable insurance, incorporating real estate into your financial strategy, or securing your retirement: we support you from analysis and implementation through to regular adjustments – including legal matters – to ensure your financial future is secure.
With our 360° Check-Up, we offer you a comprehensive analysis of your financial situation – individually tailored to your needs. From assessing your starting point to providing customized solutions and long-term support, we cover all areas of life, including finances, retirement planning, real estate, and taxes.
We prepare a comprehensive overview of your total assets, taking into account both bankable assets such as accounts and investments, as well as non-bankable assets such as real estate and shareholdings. In this process, we analyze your financial situation holistically, identify opportunities for optimization, and develop customized strategies.
Clear budget planning is the foundation for financial security and flexibility. With our budgeting process, we analyze your income and expenses, creating transparency regarding your financial situation. Together, we develop a customized plan that supports your goals and helps you avoid financial tight spots.
With well thought-out financial planning, you lay the foundation for long-term financial stability. We analyze your income and asset situation, optimize your expenses, and develop an individual strategy that is perfectly aligned with your goals in life.
Plan your retirement early and with peace of mind thanks to the smzh pension planning. We analyze your retirement provision, optimize the tax-efficient withdrawal of capital and pensions, and develop a sustainable strategy that secures your standard of living in retirement. This way, we create financial clarity, flexibility, and a solid foundation for a worry-free retirement.
smzh estate planning and advance directives ensure that your wishes are recorded in a timely and legally sound manner – for you and your loved ones. We support you with your will, patient decree, and advance care directive, providing clarity in complex life situations. This way, you retain control – even if you are no longer able to make decisions yourself.
CHF 3,500.-*
We will explain the complex topic of finance & investments to you in a clear and understandable way as part of our holistic financial analysis. In a first step, we review your current investment solutions. Together with you, we then determine your risk profile and identify suitable solutions to help you get closer to your objectives and wishes.
* The value of this service may vary depending on the scope and complexity of your situation.
Call us or make an appointment online for a non-binding first conversation. We look forward to hearing from you.
