Bachelor Banking & Finance
Stefano Foscaldi
Financial Consulting
Whether you want to build up, increase or restructure your assets - you have come to the right place.
Get started now with a
free 15-minute exchange
Write me
stefano@foscaldi.ch
Call me
+41 76 535 38 99
Your finances in good hands
As an independent and freelance financial advisor with seven years of experience in the financial and insurance sector, I know how important independence, quality and expertise are for good financial advice in Switzerland. With me, you don't just get a client number, but full and personal support.
For Private customers
For Business customers
For Expats & Newcomers
Satisfied customers
%
ø Return on assets
Years experience
Services at a glance
Pension advice
Be prepared for the future!
Property & liability insurance
Vehicles, personal liability,
Home contents & legal protection
Property insurance SME
Vehicles, legal protection, cyber security
Mortgages
Home ownership, investment properties and construction loans
Asset Management
Your assets in good hands
Tax consultancy
Have your tax return filled out and optimize your taxes
Cryptocurrency
Bitcoin & Co.
Company foundation
Successfully starting your own business.
Accounting SME
Keep track of your finances
Customer reviews
This is how we get to the destination
Initial interview
During an initial exchange, we get to know each other and talk about your current situation.
Needs analysis
Together we determine your requirements and needs.
Solution
I show you possible solutions and you choose one.
Support
I actively accompany you further and you have a contact person at any time.