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DirectoryFinance & InsuranceFinancial ServicesGrand-LancySwiss Financial Advice - Christophe Bouin
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Verified· 3 sources

Swiss Financial Advice - Christophe Bouin

Summary

About the company

The core activity of Swiss Financial Advice is the provision of financial services, particularly in the areas of: Research and management of LPP advances (2nd pillar of the Swiss pension system); Investment advice and asset management; Planning and optimization of pension planning (3rd pillar); Tax consulting and optimization; Insurance consulting (including health insurance and accident insurance); Support in the founding of companies. The company offers its customers individual consulting and solutions in these areas to improve their financial situation and achieve their goals.

AI-generated
Offering

Products & services

Industry:Financial Services
✓ Offered8
LPP asset search
Search for forgotten LPP assets with the Central Office of the 2nd pillar, support to reclaim unclaimed benefits and tracking of administrative procedures.
Freizügigkeits account
Open and compare Freizügigkeits accounts to keep 2nd pillar assets, choose a provider and manage the transfer of the exit benefit.
Pillar 3
Comparison and advice on 3a pillar solutions with a bank or an insurance company, including a tailored analysis, tax optimisation and long-term support.
Health insurance
Advice and comparison of mandatory and supplementary health insurance, with LAMal options for cross-border workers and baby insurance according to needs and budget.
Tax declaration
Preparation of Swiss tax declarations and TOU, corrections of taxes and analysis of possible deductions to legally reduce the tax burden.
Retirement planning
Assessment of retirement provision with AVS, LPP and the 3rd pillar, with the development of a personalised strategy to maintain the standard of living after retirement.
Investments
Analysis of the risk profile and investment horizon to guide clients towards investment solutions that match retirement goals and their tax situation.
Company creation
Support for company creation, including help with launching the entrepreneurial project and the first formal steps.
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Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 34 reviews across all connected sources

Sources
GGoogle534
★TrustpilotSoon
PProvenExpertSoon

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Location

Chemin des Champs-Gottreux 2
1212 Grand-Lancy
Opening hours
Mon
08:30 - 19:00
Tue
08:30 - 19:00
Wed
08:30 - 19:00
Thu
08:30 - 19:00
Fri
08:30 - 19:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Sole proprietorship
UID
CHE-280.808.702
Founded
2022 · 4 years
Last commercial register change
April 6, 2022
Employees
1 to 10

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