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Market Analysis & Finance: Insights from Our Planners! Read More

Let's start a conversation where you are the focus

As your fiduciary partner, our planners offer you close collaboration with personal support, honest and unpretentious advice, as well as a clear opinion on where you stand and what is needed to achieve your goals. This is modern wealth planning at eye level.

A well-coordinated team of experts

To unlock the full potential of your wealth, all areas of your financial life - investments, taxes, insurance, retirement planning, and estate planning - must work perfectly together. Your personal financial planner coordinates a well-coordinated team of experts to piece these different puzzle pieces into a clear overall picture. This opens up new ways for you to build, grow, and sustainably protect your wealth.

Sascha Konjevic

Certified Financial Planner with federal diploma & certified financial advisor IAF


„Entrepreneurs need not a product salesperson, but a trusted sparring partner for their most important financial decisions.“

 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 leap 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 clearly.

In his private life, he is a passionate offshore skipper. His experience at sea has taught him the importance of foresight, preparation, and a steady course – qualities that are also crucial in long-term financial planning.


Bruno Litvic

Certified Financial Planner with federal diploma & certified financial advisor IAF



„Experience that connects.
It takes competent solutions and fair collaboration for customers to become long-term companions - through quality, reliability, and personal interaction.“
With over 25 years of experience in holistic financial consulting, Bruno Litvic represents competence, independence, and strategic depth. As a multiple federally certified and diploma-holding expert, he combines in-depth knowledge with years of practical experience – and a clear focus on the truly critical questions of his clients.

His consulting focus lies 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 encompasses retirement planning, asset structuring, and collective insurance – always independent, always solution-oriented.

Bruno Litvic also shared his extensive expertise at HWZ, where he had the opportunity to give lectures on succession planning – a topic that requires not only technical depth but also a keen sense of entrepreneurial dynamics.

quality

Our expertise – your security

Trust is the foundation of every financial plan. Our advisors have top-notch certifications and continuously further their education to guarantee you informed and independent advice at the highest level.

 

You have done your research. Now it’s time to take action.

1

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.

2

Schedule a free consultation

We will contact you to plan a non-binding initial conversation, which can take place either in person or conveniently via video call. We will fully accommodate your schedule.

3

Goal setting and creation of 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.