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CHF 3'500.-*
We will explain the complex topic of investments to you in an easy-to-understand way as part of our comprehensive financial analysis. The first step is to review your current investment solutions. We then work with you to develop your risk profile and find the right solutions to bring you one step closer to your wishes and goals.
* The value of this service may vary depending on the scope and complexity of the situation
Your analysis could look like this:
CHF 1'580.-
We analyze your existing insurance solutions and help you find the right products at the best conditions. We also make sure that you are neither overinsured nor have any gaps in your cover. As part of our pension check, we show you your benefits in the event of disability or death. Together, we determine your needs and find the right offers.
Your analysis could look like this:
CHF 1'250.-
If you are the happy owner of your own home, we will evaluate your property for you and check whether your existing mortgage is the best one for your current situation. If your dream is to buy your own home, we will draw up a plan for you on how best to realize this dream.
Your analysis could look like this:
Enjoy your leisure time, spare your nerves, and rest assured that our experts will professionally complete your tax return for you.
Your analysis could look like this:
Offers:
Tax return «single person»: CHF 132.-
Family «tax return» : CHF 168. -
Tax return «Single person with property»: CHF 210.-
Tax return «Family with property»: CHF 248.-