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Finances & Investments

The smzh team will support you with passion, energy and expertise in all your financial and investment matters 

 



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Finances


Thanks to our 360° check-up, we can analyze your entire initial situation and create a tailor-made and comprehensive financial plan based on personal discussions. In this way, your wishes and goals are specifically addressed and are always the focus of our considerations.


  •   Statement of income and expenditure
  •   Comparison of assets and liabilities
  •   Liquidity and financial planning
  •   Consideration of your current phase of life and upcoming events
  •   Proactive support and assistance with all your questions about financing
  •   Optimal investment strategy
  •   Development and review of your investment and risk profile
  •   Transparent overview of fees and client-oriented price negotiations
  •   Optimization of your banking costs and fees
  •   Development of hedging strategies

Investments


We will also explain the complex topic of investments to you in a way that is easy to understand and develop an investment strategy that is optimally tailored to you based on your current circumstances, your finances and your risk profile.





Legal

Tax

Pension Provision

Insurance

Do you have questions about finance & investments or would you like to find out more about us in a non-binding initial consultation? Then make an appointment today.