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Expertise Under One Roof:
From Insurance to Fiduciary Services
Shaping the Future Together – Financially Secure, Tax-Savvy, Personally Guided.
our Needs at the Centre – From Insurance to Retirement Planning to Tax Advisory.
Choosing the right insurance or pension plan can be overwhelming with so many providers and products on the Swiss market. What do you actually need? Which benefits are covered by the state or occupational pension schemes? And how can you invest your wealth safely while still achieving attractive returns?
We give you clear, straightforward answers.
Personal Analysis – Tailored Recommendations
In a one-on-one consultation, we analyse your current financial situation based on your figures and life goals. From there, we identify any gaps and recommend precisely the right solutions to protect and grow your assets.
Financial Planning with Vision – Secure Today, Confident Tomorrow
At your request, we create a tailored financial plan designed to help you reach your goals faster. We focus on:
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Realistic return opportunities
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Tax efficiency
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Sensible risk diversification
Retirement Planning – Well Prepared for Your Enjoyment Phase
We guide you through every key decision regarding your retirement:
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Pension or lump sum – which is right for you?
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How can I optimize my taxes in retirement?
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Which measures are worthwhile before leaving the workforce?
Independent Insurance Advice
As your insurance broker, we represent your interests with all leading providers. Whether it’s motor vehicle insurance, health insurance, or pension solutions – we find the model that truly fits your situation, entirely independently.
Your benefits when working with us:
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Your advocate – we act solely in your best interest, never on behalf of an insurance company.
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One dedicated contact – for all your insurance questions, contracts, and adjustments.
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Neutral & independent – we objectively compare the entire market.
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Time savings – we handle research, quote comparisons, and all formalities.
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Tailored solutions – aligned with your personal life situation and future goals.
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Ongoing support – we regularly review your policies and adjust them when needed.
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Claims assistance – we take care of the process and enforce your entitlements.
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Market expertise – we know the latest trends, rates, and conditions.
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Cost transparency – our advice is usually free for you, as we are compensated by the providers.
Trust & Tax – Competent, Personal, Reliable
Taxes and finances are far more than forms and columns of numbers – they are the foundation for economic success and financial security. With our many years of experience in the fiduciary sector, we provide both private individuals and companies with comprehensive, practical advice.
For Private Individuals:
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Tax returns – we ensure your tax return is accurate, complete, and submitted on time – while optimising your tax position.
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Wealth & tax planning – we look beyond the current tax year to show you how to benefit in the long term.
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Real estate & tax optimisation – whether buying, selling, or valuing a property, we assist you with the tax implications.
For Businesses & Self-Employed:
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Annual financial statements & accounting – clearly structured, audit-proof, and transparent.
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Business formation & consulting – from business plans and choosing the right legal form to creating a tax-efficient structure.
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Payroll & HR administration – efficient, accurate, and compliant with all regulations.
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Advisory on expansion or succession – helping you make strategically sound decisions.
Your Added Value:
We combine expertise, foresight, and personal support. Our approach is solution-oriented, efficient, and always focused on optimising your taxes, streamlining your administrative processes, and saving you valuable time.
Persönlich. Verlässlich. Unabhängig
Art with Business – swegmbh steht für individuelle Beratung mit Weitblick.
Ob Sie neu in der Schweiz sind, kurz vor der Pension stehen oder Ihr Unternehmen effizient führen möchten – wir sind für Sie da.
We have been working successfully with various partners for many years so that we can offer you comprehensive solutions in all areas.