Simon Platz has been a client since 2023. He got to know smzh at the Arosa Classic Car event – a casual, pleasant encounter that later led to a relationship based on trust. Today he owns a house, has optimized his retirement provision, and has complete trust in smzh.
Simon was at a pivotal point in his life: Originally from France, he wanted to buy an own home but didn’t yet fully understand the complexities of the Swiss financial system. At the same time, a previous advisory experience had shaken his trust in the industry: Another provider had recommended an unsuitable pillar 3a product as well as unnecessary insurance policies – without considering his actual needs.
Since then, Simon hadn’t trusted anyone – until he came upon smzh.
After a first encounter at the Arosa Classic Car, smzh got in touch with Simon by phone. Simon agreed to collaborate – the beginning of a very positive experience right from the start.
smzh pursued a holistic, client-centric approach with tailor-made solutions in all relevant areas:
smzh was always available, reacted rapidly, and in a pleasant manner – thus rebuilding the trust Simon had lost in financial advisory firms.
Simon successfully purchased and financed a home in the Canton of Aargau – a milestone whose success he largely attributes to smzh. Moreover, he now has a clear, optimized financial strategy that includes retirement provision, insurance, and taxes.
What Simon appreciates additionally is the relationship itself. In smzh, he has a partner that is reliably available, is familiar with his circumstances, and responds with honest, tailor-made recommendations.
Home purchase, renovations, or mortgage renewal: well-structured financing is decisive. Learn what to consider in planning and how you find a solution that is right for you.
Discover what is truly important when buying and selling real estate in Switzerland. From initial planning to searching to contract settlement – we give you valuable advice on financing options, contract negotiations, and legal requirements to ensure a secure and successful property purchase.
(in German)
Learn the decisive factors that must be taken into account when financing your own home. Get to know the various types of mortgages and discover how you can best tailor your personal financing strategy. Furthermore, learn why careful planning and regular adjustments of your financing strategy are essential for long-term financial success.
(in German)
Learn why voluntary retirement savings are indispensable and pillar 3a provides a tax-advantaged way to save. Moreover, we explain practical steps to analyze your financial situation and determine savings targets and show you how to take account of key diversification aspects and risk assessment.
(in German)
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Mortgage extension | Pillar 3a | Insurance | Estate planning
Pillar 3a | Voluntary insurance
Voluntary insurance | Pillar 3a | Self-employment
Estate planning | Property and inheritance law | Passing down real estate
Relocation to Switzerland | Pillar 3a | Mandatory insurance
