Are you looking for financial advice in Zurich that goes beyond analyzing numbers and places your personal goals at the center? Then you have come to the right place.
Our experienced financial advisors support you individually and independently – so that your financial decisions today lead to a secure tomorrow.
Whether you’re focused on building wealth, planning for retirement, optimizing your existing finances, or developing a comprehensive strategy – we provide guidance tailored to your current situation.
As an independent partner, we accompany you personally and competently through every financial stage in life.
On-site in Zurich – or online, whichever you prefer.
tailor-made. holistic. for you. – this promise characterizes our daily work. Our financial advice starts with careful listening and ends with a solution that suits you perfectly. These three principles are at the core of everything we do:
We operate independently of any product obligations or providers. This means that our recommendations are based solely on your interests – not on sales targets.
Sound financial advice thrives on trust. This is why all our decisions are understandable and why we explain complex matters in easy-to-understand language. This ensures that you keep an overview at all times.
Our advice does not end after an initial conversation. We guide you for years, adjust strategies to new circumstances, and today start thinking about tomorrow.
Our financial advisory services in Zurich are designed for anyone who wants to actively shape their financial situation – regardless of life stage or wealth. Our clients come to us with a wide range of concerns. What unites them is the desire for clarity, security, and sound decisions.
Would you like to build wealth, plan for retirement, or find out whether your financial strategy still aligns with your life? We help you bring your finances in line with your goals.
You need a structured overview of your private or business finances or would like to organize your pension professionally? Together we develop a flexible and viable financial strategy.
The Swiss financial system is complex. We explain everything to you in understandable language, provide guidance on questions regarding bank accounts and investments, and help you make sound financial decisions – in German or English.
Professional change, new family, divorce, or inheritance – when life changes, you need financial clarity. We guide you through such stages with competence.
We handle questions such as those shown on the right on a daily basis. We look forward to supporting you in your financial matters.
The initial consultation at smzh is free of charge and non-binding. Subsequent consultations are priced according to scope and complexity. We work transparently and offer fair flat rates or hourly rates – without any hidden commissions.
Independent financial advice means that we have no obligations toward banks or insurances. In Zurich, there are many providers with a clear sales interest – at smzh, your goals are at the center, not the sale of products.
Our financial advisory services are directed at private individuals, families, business owners, and expats. It doesn't matter whether they want to build wealth, organize their retirement pension, or wish to optimize existing investments. We advise you individually and holistically.
Yes. Our financial advice is both available on-site and fully online. This way, you gain maximum flexibility – whether you are at the office, at home, or on the road.
The process begins with a free initial consultation. We then analyze your current financial situation, develop an individual strategy, and support you throughout the implementation – transparent, long-term, and tailored to your needs.
smzh combines personal advisory services with a broad network of experts in the fields of taxation, law, retirement planning, and real estate. We offer financial advice that goes beyond numbers, taking a holistic approach – always with our clients’ best interests in mind.
smzh ag stands for independent, comprehensive, and customized financial solutions that are accessible to everyone. Above all, we value regular personal communication with our clients, as this is the only way we can truly understand their goals and wishes – which are always at the center of our considerations. We are committed to finding the optimal solution for your current situation, as well as for any future circumstances.
We always act responsibly, toward our clients, partners, and society, by exercising utmost care in every decision we take.
The needs and goals of our clients are always at the center of our work.
Trust is the foundation of our work – we guard it very carefully by always seeking to find optimal solutions for our clients.
Long-term and sustainable solutions for our clients.
We always strive to find innovative solutions that create value for our clients.
Our principle of independence allows us to always act in our clients' interest.
Call us or make an appointment online for a non-binding first conversation. We look forward to hearing from you.
