Bachelor Banking & Finance
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
+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
ø Return on assets
Services at a glance
Be prepared for the future!
Property & liability insurance
Vehicles, personal liability,
Home contents & legal protection
Property insurance SME
Vehicles, legal protection, cyber security
Home ownership, investment properties and construction loans
Your assets in good hands
Have your tax return filled out and optimize your taxes
Bitcoin & Co.
Successfully starting your own business.
Keep track of your finances
Since I moved to Switzerland from Slovakia, I am not very familiar with the Swiss social system. Stefano was able to explain me very well how it works and how I and my family can make the best out of the 3-pillar concept of Switzerland. In addition, he helped me to do my tax return and to properly tax my investments as well as my apartment abroad. I am very grateful for Stefano's efforts and could not imagine a better advisor.
Stefano showed me how to invest in cryptocurrencies cheaply and easily. This allowed me to increase my invested capital. In addition, he has been advising me for years on my investments in the stock market and in the insurance sector. Thank you Stefano for your excellent services.
With Stefano I have found the ideal advisor for all insurance concerns. Stefano understands very well how to apply his profound insurance knowledge correctly to the needs of the policyholder.
This is how consulting should be done and I am glad that I found the ideal consultant for me in Stefano.
Stefano and I have been working together for four years and our partnership has grown over time. Stefano is the first point of contact for me when it comes to solving complex pension and insurance problems and finding the best solution for my clients. He has a very great knowledge. Thank you Stefano and here's to many more years of good cooperation.
This is how we get to the destination
During an initial exchange, we get to know each other and talk about your current situation.
Together we determine your requirements and needs.
I show you possible solutions and you choose one.
I actively accompany you further and you have a contact person at any time.