Clear strategies for a confident future

Independent
financial advisory

FIN tells you everything others will not—financial matters do not have to be complicated.

FIN accompanies you independently and personally—on taxes, retirement planning, wealth planning, property, and more interest.

No technical jargon, no conflicts of interest. Just honest advice that truly fits you.

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Clarity, not complexity.

We start with your North Star – your personal direction – and build everything else around it.

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Our Services – personal. strategic.

As a modern financial advisor, FIN supports you not just occasionally but in the long term, across all stages of life.

Whether it’s tax savings strategies, asset accumulation, or retirement planning.

We help you make informed decisions, reduce complexity, and maximize your financial potential.

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Taxes

Clarity that is worth real money: Taxes concern all of us – yet hardly anyone feels truly confident about them. That is where we come in:

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As your personal financial advisor, we analyze your tax situation individually and comprehensively. We do not just help you complete your tax return, but go further: What deductions are you entitled to? What alternatives are available, and what are the advantages
and disadvantages of the various strategies? With FIN, you find the perfect basis for making all your financial decisions.

We keep an eye on deadlines, forms, and details – and make sure you neither overpay nor miss out on refund opportunities. For all cantons, all life situations, regardless of where you come from.

Investment
Strategy

Smart investing with FIN: Tailored solutions for relocation, dual taxation, and regulatory clarity.

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As an independent financial advisor, we develop an investment strategy with you that fits
your life – not a bank’s sales targets. Whether ETFs, funds, sustainability criteria, or multi-decade asset structuring: we show you how to make your money work meaningfully and systematically.

We think not in short-term returns, but in long-term quality of life. Your values, your goals –
our strategy.

Swiss Pension
Scheme

Because the future starts today: From early planning to optimization –
we prepare you for what’s ahead.

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FIN helps you better understand and use the three pillars of the Swiss pension system: from
pillar 3a and pension fund buy-ins to private protection for unexpected events. Together, we clarify: Where are the gaps? How can tax benefits be utilized? What do you truly need – and what not?

As a financial advisor on equal terms, we make the topic tangible. For you, your family, your future.

Together, we define the key priorities and implement them step by step. Independent.

Transparent. Always one step ahead.

Property &
Financing

Owning a home is more than a place – it is a life milestone. But how do you finance it wisely?

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FIN guides you through every step: From the initial financing review to amortization and
affordability analysis, to the tax classification of your mortgage and property.

We do the math, present alternatives, and think ahead – no sales pressure, just maximum clarity. So your dream of owning a home becomes a solid foundation for your future – not a
financial burden.

Pension
Planning

Your retirement deserves a plan – because it is more than a milestone – it is a transition you can and should actively shape.

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As an experienced financial advisor, FIN helps you plan this step with foresight and tax efficiency. Lump sum or annuity? Early retirement? Social security strategy? Pension fund
payout? We do not just discuss the options – we guide you through their implementation, so
you can plan in peace and avoid surprises later.

Good pension planning provides security – both emotionally and financially.

Financial Philosophy

Need an investment strategy?

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Need an investment strategy?

The investment strategy philosophy of FIN is based on a holistic, flexible approach that integrates all assets – such as pension funds, real estate, and retirement savings – and aligns with the individual goals and life situations of our clients.

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Financial advice that brings you clarity

Our flat-rate model adjusts to your situation and is made up of transparent components.

Swiss Pension Scheme

“How am I insured in Switzerland?”

  • Deep analysis & evaluation
  • Avoid over & under insurance
  • Investment strategy
  • Liquidity planning

fix CHF 1’780

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Pension Planning

“How do I plan & optimize my pension?”

  • Tax optimization
  • Pension or capital
  • Various approaches
  • Investment strategy
  • Liquidity planning

fix CHF 5’200

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Property

“What are useful tips & tricks for (re-)financing?”

  • Mortgage strategy
  • Tax evaluation & planning
  • Affordability today
  • Negotiation tips
  • Right financing strategy

from CHF 870

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Assets Analysis

““How can I optimize my entire wealth structure & investments?“

  • Deep analysis & evaluation
  • Tax optimization considered
  • Periodic exchange
  • Independent execution
  • Cost optimized

from CHF 870

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Truly Independent Financial Advice

Find your North
Star

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packages

We believe true financial advisory – it s about understanding where you want to go.

Meet FIN in an initial consultation — and let us get to know you. Together, we ll find your North Star from where you stand in life.

Transparent, tailored to your needs, and always by your side.

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packages

Questions still lingering?
We’re here with the answers you need.

Here’s what people often want to know before getting started with FIN.

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Is the initial consultation free of charge?

Yes, your first consultation with us is completely free and without obligation. This allows you to get to know us and discuss your needs before making any commitments.

Why should I choose independent financial advice?

Independent financial advice ensures that recommendations are made in your best interest, free from conflicts of interest or product sales pressure. Our only goal is to help you achieve your financial objectives.

How is an independent advisor different from a bank consultant?

Unlike bank consultants, who may be tied to specific products or services, independent advisors offer unbiased guidance and access to a wider range of solutions tailored to your individual situation.

How do you get compensated for your services?

Our compensation is transparent. We typically work on a fee basis, which we discuss and agree upon with you in advance. This ensures our advice remains objective and in your best interest.

Am I entering into a long-term commitment?

No, you are not required to enter into a long-term contract. Our services are flexible, and you decide how long you wish to work with us.

How often do we review my financial situation?

We recommend reviewing your financial situation at least once a year or whenever there are significant changes in your life. However, we can tailor the frequency of reviews to your preferences and needs.

Do you also help with budgeting and financial organization?

Yes, we assist you with budgeting, financial organization, and developing strategies to manage your finances more effectively.

Can you help optimize my personal tax situation?

Absolutely. We analyze your financial situation and identify opportunities to minimize your tax burden, ensuring you benefit from all available deductions and allowances.

Do you offer tax planning for business owners or the self-
employed?

Yes, we provide tailored tax planning services for business owners and self-employed individuals, helping you structure your finances efficiently and comply with Swiss tax regulations.

Do you work together with tax advisors or fiduciaries?

Yes, We have our own dedicated internal team and draw on a broad network of partners with experienced tax advisors and fiduciaries to provide you with comprehensive and reliable solutions.

Do you offer independent investment advice?

Yes, we provide independent investment advice based on your goals, risk tolerance, and financial situation, without promoting specific products.

What types of investments do you recommend?

We recommend a broad range of investment options, including funds, ETFs, and other diversified instruments, always tailored to your individual needs and preferences.

Do you manage investments or only advise?

We do not manage assets or engage in daily trading. Instead, we help you decide whether to delegate asset management or manage your investments yourself. We act as your sparring partner, supporting you with strategy and decision-making.

Can you review my existing investment portfolio?

Yes, we can review your current investment portfolio, assess its suitability, and suggest improvements to better align with your goals.

What does retirement planning include?

Our retirement planning covers pension analysis, income planning, optimization of social security benefits, and strategies
to ensure a comfortable retirement.

Can you help with inheritance and estate planning?

Yes, we advise you on inheritance and estate planning to ensure your assets are transferred according to your wishes and in a tax-efficient manner.

How do you handle changes in personal or financial situations?

We adapt our advice to any changes in your personal or financial circumstances, ensuring your financial plan remains up to date and relevant.

Do you coordinate retirement planning with pension funds
(2nd Pillar)?

Yes, we work closely with pension funds and help you optimize your benefits from the 2nd Pillar as part of your overall retirement strategy.

Financial advisory that moves with you.