CHF 3,500.- *
As part of our Holistic Wealth Advice, we will explain the complex topic of investments to you in plain language. As a first step, we will examine all your current investments. Subsequently, we will determine your risk profile and find appropriate solutions so you get one step closer to achieving your wishes and goals.
* The value of this service can vary depending on the scope and complexity of your situation.
CHF 1,580.-
We analyze your existing insurance solutions and help you find suitable products at the best rates and conditions. In addition, we ensure that you are neither overinsured nor have any insurance gaps. As part of our pension check, we will explain your benefits in the event of disability or death. Together we will determine your requirements and find suitable offers.
CHF 1,250.-
If you own a home already, we will appraise your property and determine whether your existing mortgage is most appropriate given your current circumstances. If you are still dreaming of owning a home, we will develop a plan for how this dream can be turned into a reality.
Enjoy your leisure time, spare your nerves, and rest assured that your tax report is in the professional hands of our experts.
Prices:
Tax report "Single person": CHF 132.-
Tax report "Family": CHF 168.-
Tax report "Single person with real estate": CHF 210.-
Tax report "Family with real estate": CHF 248.-