Independent financial and tax advice in Basel

Private clients

What you want to achieve in life is up to you. How best to get there is where we come in.

People who commit themselves at work usually want their private finances in the same good order. What is often missing is an independent contact who knows more than the standard bank and insurance repertoire.

We advise almost exclusively private clients and know these questions well. Instead of a series of conversations with advisers who each have their own products to sell, you need one neutral point of contact.

The individual areas

Individual financial advice

Starting a business, buying a home or simply a period of heavy liquidity demands: after a first free conversation we work out a financing concept tailored to you.

Insurance

A neutral comparison rules out double cover, closes gaps and saves money. After analysing what you actually need, we look for the right balance of price and performance.

Pensions

Secure your standard of living early for the years after working life. We plan the timing of your retirement with you well in advance.

Wealth planning

Analysis of expected return and risk tolerance, comprehensive advice including funds and investments, with an eye on the tax effect.

Home financing

Mortgages, construction loans, amortisation and valuation. For buying, selling and placing property itself we work with Falc Real Estate.

How it starts

With a personal conversation that costs you nothing. After it you will know whether and how we can be useful to you.