Personalised financial advice for your life plans in French-speaking Switzerland
Specialising in pension planning, taxation, property financing and wealth management, we support you every step of the way to achieve your goals, with complete confidence and transparency.
Solutions tailored to your situation
We support you during the key moments of your financial life.
Taxation
Do you feel like you are paying too much tax?
How can you optimise your financial situation?
Providence
Is your current pension provision suited to your situation?
Does it match your life plans?
Retirement
Will your retirement (or early retirement) income be sufficient?
How can you prepare for it in time?
Insurance
Are you adequately protected?
Are there any duplicates or significant gaps in your insurance coverage?
Savings & Investments
Are your savings and assets aligned with your goals?
Are they structured in a coherent manner?
Personalised and structured support, from analysis to follow-up
- Assessment of your social and professional situation
- Definition of objectives and concrete measures
- Development and monitoring of a financial plan, support with administrative procedures
Serge Heberling
IAF-Certified Financial Advisor
AFA Insurance Broker
Clément Cocco
Insurance and Pension Advisor
Lucas Vasconselos de Sousa
Portuguese/Brazilian Consultant and Interpreter
Your Tangible Benefits
Save money
Optimise your tax, insurance and financial decisions to avoid unnecessary costs.
Have a clear view of your finances
Understand your overall situation and make informed decisions.
Anticipating the future with confidence
Plan the key stages of your financial life without stress or improvisation.
Decide without commercial pressure
Benefit from independent advice tailored solely to your situation.
+40
years of experience
+500
accompanied clients
+30
trusted partners
Our Trusted Partners
We collaborate with various reputable banking and insurance partners in Switzerland to offer you solutions tailored to each situation.
Your projects deserve tailored support. We are here to listen to your needs.