Advisory Services for Newcomers & Expats in Switzerland
New to Switzerland? I will guide you step by step.
Moving to a new country comes with many questions – especially in Switzerland, where taxes, insurance, pensions and mortgages are highly specific and sometimes complex.
To help you avoid getting lost in paperwork and regulations, I support you as an independent financial and insurance advisor across all key topics.
With over 25 years of experience in tax advisory, insurance, mortgages and pension planning, I help expats, newcomers and international professionals settle in Switzerland with financial peace of mind.
Our services for newcomers & expats
Health insurance
Comparison of multiple providers
Coverage tailored to your needs
Premium optimization
Tax advisory & declaration
Support with completing your Swiss tax return
Tax analysis & planning for newcomers
Taking advantage of tax benefits
Real estate & mortgages
Guidance when buying or financing a property
Affordability, tax implications & insurance coverage
Comparison of the best mortgage offers
Pension planning & 3rd pillar
Explanation of the Swiss 3-pillar system (AHV, BVG, 3a)
Building additional wealth for retirement
Tax-advantaged saving & coverage in case of disability or death
Other important insurances
Personal liability & household contents insurance
Vehicle insurance
Legal protection insurance for work, housing & traffic
Your benefits at a glance
Tailored advice – adapted to your personal situation
Independent & neutral – no ties to banks or insurers
Everything from one source – from health insurance to tax returns
Clear explanations – even for expats unfamiliar with the Swiss system
Your next step: Settle in with confidence
Starting a new life in Switzerland can feel overwhelming – from taxes and insurance to pensions and mortgages.
With the right advice, you avoid costly mistakes and gain financial security.
Book your free initial consultation now and learn how to make the most of your start in Switzerland.
Ich berate Sie rund um Versicherungen, Vorsorge, Steuern & Finanzen.
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