• With creativity & agility into a carefree future.

    We advise, support and accompany private individuals and SMEs through our dual competence. This means that we combine banking and insurance expertise under one roof.

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  • More energy for your investment portfolio?

    No customer is like the other. That’s why we advise you individually on investment issues and work with you to find the right energy balance for your portfolio.

    More energy
  • We guide you safely through the complex world of pension planning.

    Together with you, we work out a planning basis that serves as a basis for important decisions or unforeseen events. Look into the future in a relaxed manner.

    Pension planning

Your specialists for independent financial planning

We believe successful financial planning requires an integrated view of all elements and this is our key strength and passion.

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Use our
efficient & structured
consulting process
to your advantage.

The core of our cooperative partnership lies in intellectual and institutional independence and the sustainable foundation of mutual respect and trust. The interests and needs of our clients are at the heart of all we do. This is whyfinanzplaner.ch acts and advises independently so that we can concentrate exclusively on our clients’ objectives without conflicts of interest.

Our consulting process
Our holistic approach

We accompany you holistically and know the effects in the individual areas.

For years we have been advising, supporting and accompanying private individuals and families as well as regional SMEs by means of our dual competence. This means that we combine banking and insurance expertise under one roof. By exploiting these synergies, we offer our customers the best of both worlds from a single source.