Finance is a matter of trust!

For more than 10 years, our clients trust us with their financial questions. For the same time we collaborate with dependable partners. Only together we can fulfil our client’s needs. We stand for transparency, fairness and competence. Not only do we advise, we also implement our advice. We are flexible, motivated and committed only to our clients. Our company’s most important vantage point is the one of the client. And our clients continuously recommend our services.

„The price of success is knowledge, hard work, relentless effort and motivation for what you want to achieve.”

Financial planning - achieve financial security with integrated planning

Real estate - advice and support for real estate transactions

Residential property - together towards your own home

Insurance - security and provision in all circumstances

Accountancy - clean recording of business transactions is the base for success

Taxes - evaluation of tax planning possibilities and preparation of the tax return

Investments - suitable investment based on personalized risk profile and optimal diversification

Company foundation - support in achievement of self-employment and company foundation

SME succession - towards a smooth transition of the company

Registered insurance intermediary VAG
Investment funds intermediary licensed by Swiss Financial Market Supervisory Authority