The experts behind your strategy
We plan today so that you are secure tomorrow.
Sascha Konjevic
Financial planner with federal diploma & certified financial advisor IAF
Entrepreneurship means taking responsibility, recognizing opportunities, and making the right decisions even in challenging situations. Sascha Konjevic knows this perspective from personal experience: at just 20 years old, he took the step into self-employment and gained his first experiences as a young entrepreneur.
Today, as a federally certified financial planner and financial advisor IAF, he has been supporting entrepreneurs, executives, and private clients in important financial and strategic decisions for over 25 years. His focus is on holistic consulting – from retirement and tax planning to wealth structuring and succession planning for entrepreneurs.
A degree in SME management from the University of St. Gallen, along with his multilingualism, helps him analyze complex topics in a structured manner and convey them understandably.
In his private life, he is a passionate offshore skipper. His experience at sea has taught him how important foresight, preparation, and a steady course are – qualities that are also crucial in long-term financial planning.
Bruno Litvic
Financial planner with federal diploma & certified financial advisor IAF
With over 25 years of experience in holistic financial consulting, Bruno Litvic stands for competence, independence, and strategic depth. As a multiple federal and certified expert, he combines in-depth knowledge with many years of practical experience – and a clear focus on the truly critical questions of his clients.
His consulting focuses are in the most demanding disciplines of financial planning: marriage and inheritance law, real estate strategies, tax optimization, and succession planning for entrepreneurs. It is precisely here, at the intersection of law, taxes, and personal life planning, that he develops tailored solutions that endure. His holistic approach includes retirement planning, asset structuring, and collective insurance – always independent, always solution-oriented.
Bruno Litvic also shared his extensive expertise at HWZ, where he was able to give lectures on succession planning – a topic that requires not only professional depth but also a keen sense of entrepreneurial dynamics.
Renata Stefanizzi
Client Relations & Appointment Manager
Renata Stefanizzi is the first voice of our company – and thus a central factor for successful initial contact with potential customers. As the person responsible for telephone appointment scheduling in the field service, she ensures that concrete consultation appointments arise from an initial conversation with professionalism, sensitivity, and reliability. With her open and engaging manner, she quickly builds trust and accurately captures the needs of the conversation partners. She knows how to address complex topics in an understandable way and clearly convey the value of a personal consultation. In this way, she makes a decisive contribution to the quality and continuity of acquiring new customers and customer care.
In addition to her main task in appointment scheduling, she also keeps an overview in the back office and supports the team with organizational processes. Her structured working style, reliability, and sensitivity to people make her an important interface between prospects, customers, and consultants. The direct exchange with people motivates her anew every day. With her positive demeanor, perseverance, and consistent working style, she significantly contributes to building long-term and trusting customer relationships.
In her private life, she also lives her passion for interacting with people – among other things, as an excellent cook. With great attention to detail, creativity, and a sense of quality, she creates moments that connect.
Luciano Moricchi
Head of Back Office
Keeping the threads together in the background and ensuring reliable processes is exactly where Luciano Moricchi's strength lies. As the Head of Back Office, he ensures that administrative and organizational processes are implemented efficiently, structured, and on time. This creates the foundation for consultants to fully concentrate on their mandates and clients. With his experience in the service industry and his strong sense of order and quality, he is a central interface within the team.
His area of responsibility ranges from managing and preparing client documents to supporting retirement and tax issues, as well as ensuring internal quality standards. He impresses with a precise, calm, and solution-oriented working style. Thanks to his multilingualism, he is able to clearly structure and efficiently forward even complex issues. He always keeps an overview and ensures that information reaches where it is needed.
Outside of work, Luciano Moricchi finds balance in movement – whether on a bicycle or skiing. These moments sharpen his focus and strengthen qualities such as endurance, overview, and calmness, which are also of great value in everyday work.
A holistic approach to wealth management
To maximize your wealth in the best possible way, your entire financial life – investment statistics, taxes, insurance, retirement planning, and estate planning – must be interconnected in a holistic approach. Your personal financial planner coordinates with a team of experts to piece together these various puzzle pieces into a complete picture. This opens up new ways for you to build, grow, protect, and preserve your wealth.
Financial Planning
Thus, our holistic approach unites all facets of your finances.
Retirement Planning
Create a roadmap for a retirement you can truly look forward to.
Investment Management
Independent advice that serves only your interests.
Insurance Guidance
Expert Check: Which insurances are necessary and which are unnecessary?
Tax Planning
Discover tax-efficient strategies to secure your wealth.
Estate Planning
Plan ahead: Estate planning to protect what matters.
Financial Planning Resources
Tools and strategies for your financial success
