Taxes, insurance, pensions, wealth and financing are connected. That is why Finaro handles them from a single source. Choose who you are and see how we can support you.
Tax returns, tax advice and digital mail. We claim everything the law allows.
All services Fiduciary Services private clientsAccounting, payroll, VAT and year-end tax closing. You run your business, we run your numbers.
All services Fiduciary Services businesses & self-employedHealth insurance, pensions, car and liability: properly insured, without paying twice.
All services Insurance private clientsOccupational pensions (BVG), accident, daily sickness allowance and liability: your business and employees properly covered.
An investment strategy that fits your goals, implemented with licensed partners.
All services Wealth & Investments private clientsInvesting surplus liquidity sensibly, aligned with your financial planning.
All services Wealth & Investments businesses & self-employedMortgages and personal loans compared, planned to be affordable and supported until signing.
All services Financing private clientsLoans for operations and investments, with bank-ready documents from our fiduciary team.
All services Financing businesses & self-employedFinancial questions change with every stage of life. We are at your side at every step.
Your first own tax return, the right health insurance and starting early with Pillar 3a.
More responsibility, more questions: protecting your family, with pensions and taxes in balance.
From dream to your own home: affordably financed, properly insured and with your taxes planned.
Founding, growing, hiring employees: accounting, payroll and insurance from a single source.
Pension or lump sum, taxes on withdrawal and assets that keep working for you.
In a free initial consultation, we get an overview of your finances together.