Building relationships based on your financial goals
You have your own personal financial goals. And as you progress in life, your financial situation becomes more complex. That's why you need a trusted partner to accompany you throughout your journey.
We give your life's work the attention it deserves
The right expertise. At the right time.
As your finances become more complex, you need specialized advice. From tax planning to estate settlement – our in-house experts provide you and your financial planner with additional insights and resources. Whether you are planning your personal financial goals or solidifying your legacy: rely on the informed knowledge of a specialized planning team.
"Finances are complicated. I love simplifying complex things and helping to put my clients' goals into focus."
Collaboration with an expert in wealth planning from Conseilers Suisse SA
A relationship with a financial advisor is important – especially as your finances become more complex. Your personal advisor provides added value that goes far beyond what is visible in a financial report. They understand your overarching goals and know what keeps you up at night. They can look at the various aspects of your financial life to help you understand what is happening in the short term – and guide you in a way that ensures you are well positioned in the long term.
The fees are based on a percentage of your total investable assets. This percentage changes depending on how much wealth is managed by your advisor. To get a better understanding of what fee structure would apply to your account, contact a financial planner. They will start by asking you some questions that will help your advisor prepare for an initial conversation with you.
It is okay if you are currently working with an advisor. Many people work with different advisors or firms throughout their lives to find someone who truly fits them – and sometimes that changes over time.
The relationship between advisor and client is based on a deep understanding of your goals as well as the services and expertise required to help you achieve those goals.
When you schedule an initial conversation, we recommend that you answer some questions. The more information you provide, the more productive this first meeting will be.
We understand that not everyone feels comfortable entering detailed financial information into a questionnaire. That's why we allow you to share only general information in our contact form with a financial planner to easily start the planning process.
You have done your research. Now it's time to take action.
Connect with your expert
By filling out a short questionnaire, you share your financial situation and goals with us. Based on this, we will connect you with the advisor who best fits your individual needs.
Schedule a free consultation
We will contact you to schedule a non-binding initial conversation, which can take place either in person or conveniently via video call. We will fully accommodate your schedule.
Goal setting and creating your roadmap
Together, we will analyze your long-term goals and risk tolerance to develop a tailored financial plan. This document serves as a precise guide for your path to a secure financial future.
