Your financial companion
Fiduciary services, insurance, wealth and financing from a single source. For private clients and businesses, in person and digitally.
How can we help you?
Choose who you are. You will then only see what is relevant to you.
For private clients
Tax return, health insurance, retirement planning, home ownership.
- File your tax return
- Compare health insurance
- Plan your pension and wealth
- Finance a mortgage or a loan
For businesses & self-employed
Accounting, payroll, insurance, financing.
- Accounting & year-end closing
- BVG & employee insurance
- Business financing
- Business formation & self-employment
- 8'000+private clients
- 200+business clients
- CHF 140 massets looked after in the fiduciary business
- 4.9 / 5Google rating from more than 130 reviews
What our clients say
Reviews in their original German.
Not sure where to start?
In a free initial consultation, we get an overview of your finances together.
Book an initial consultation