Financial check
Together we review your income, expenses, savings and financial commitments. The goal is to understand how much you can set aside, where to adjust your spending and which priorities to give your plans.
Financial advice in Switzerland
More clarity about your finances.
A plan for your goals.
Financial checks, pillar 3a and health insurance: together we review your situation to assess ways to save and choices that suit your plans.
Request a no-obligation meeting
My path into financial advice comes from the wish to help people understand their situation and plan their projects with greater clarity.
I am currently in training and work alongside an experienced adviser. In the meeting we start from your needs and assess the different aspects of your finances together, explaining the possibilities and conditions to consider.
A complete check of your situation
Pension provision and pillar 3a
We look at AHV, your pension fund and pillar 3a together to assess your pension situation, possible gaps and the future needs of you and your family.
Health insurance and insurance
For health insurance we compare premiums, deductibles and insurance models. We also review your other covers and the policies you have already taken out, to identify overlaps, uncovered needs and ways to save.
From your goals to a concrete plan
Tax estimates and ways to save
With the support of an experienced adviser, we can assess tax estimates and the effect of possible pension choices on your tax situation. The assessments take into account your personal data and canton of residence.
Budget and savings
We define a savings plan that fits your expenses and goals, from an emergency reserve to long-term projects. We assess where to reduce costs and how to organise your savings.
Assets and investments
We explore your goals, time horizon and willingness to take risks, to assess how to structure your assets and the investment solutions most consistent with your situation.
Advice that supports your decisions
Home and mortgages
We assess the budget for buying a home, your own funds and the affordability of the mortgage. We can also review an existing mortgage and the options for renewing it.
Work, family and retirement
A change of job, a career break or new family plans may call for a review of your plan. Together we can look at your second pillar, vested benefits and your income protection needs.
A plan to review over time
We connect the different aspects of your financial situation and set priorities. The plan can be reviewed whenever your income, needs or goals change.
How the meeting works
We listen to your goals
We start from your questions, your needs and the plans you would like to carry out.
We review your situation
With the support of an experienced adviser, we bring together your budget, pension provision and existing covers.
We assess the next steps
We outline the possibilities that have emerged and the related conditions, to help you choose with greater awareness.
A service for people living in Switzerland
The advice is designed for people who live and work in Switzerland. In the meeting we take into account the rules of your canton of residence: taxation, AHV and pension fund, pillar 3a and health insurance all follow conditions that differ from canton to canton.
- Taxation and deductions of your canton of residence
- AHV, pension fund (BVG) and pillar 3a
- Health insurance and insurance under the Swiss system
- Meeting in Italian or English; on request in German or Swiss German
Request a no-obligation meeting
I invite you to contact me to learn more about how the advice works and the support I can offer you. During our first contact I will also be glad to introduce the company I work for and answer your questions.
You can use the form below to tell me the topic, the language you prefer and your availability, or write to me directly by e-mail.
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Write an e-mailYou can contact me in Italian or English. If you prefer German or Swiss German, I will arrange the meeting with a colleague who speaks the language you choose.