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Je recommande vivement Matthieu Chouanneau pour son professionnalisme et sa capacité à rendre la finance claire et accessible. Toujours à l’écoute, de bon conseil et orienté solutions, il inspire une vraie confiance. Un excellent financial advisor.
Des conseils précis, clairs et efficaces pour un sujet pas toujours simple à appréhender. Matthieu a su me conseiller et guider d’une manière hyper professionnelle et en toute transparence. Je le conseille vivement.
Matthieu was a recommendation from a colleague and I was impressed by his preparation from the very beginning. For all looking to better understand or plan wealth for the future, Matthieu is extremely competent and very well organised to provide options and overviews as well as tailor-made solutions to specific needs. I can highly recommend getting in touch with Matthieu and appreciate his knowledge and support.
Being new in Geneva since September 2024, I found it challenging to understand how pension works in Switzerland and what I am entitled to as a French citizen, how to plan. I also have a lot to catch up on regarding pensions as I have enjoyed multiple breaks and worked in countries where it wasn’t worth joining the pension system. I am very very grateful to know Matthieu and to have found a great place for advice. Matthieu takes the time to understand your circumstances, needs and projects. He is a great listener and educator. His advice is sound and thorough. I highly recommend his services
Matthieu m’a été recommandé par un ami. Il a été très patient, proactif, et efficace dans la gestion de mon dossier de bout en bout. Grâce à lui, j’ai pu mettre en place un plan de prévoyance simple et adapté.
Great advisor with a personalized approach. It has very good customer support, even after closing the deal! 🙂
Matthieu reached out to me about the swiss pension system, like many have actually. His approach and content was very personal and professional, which made me most drawn to continue with him. Also he’s been very patient, without sending reminders every other week. I got back to him when it was the right time for me and he was immidiately able to respond and complete a savings plan contract together, which I feel very confident about is exactly right for me, thanks to his clear honest approach and clear explanations in fluent English.
Kind and professional advisor
Matthieu was very friendly and easy to talk to, he was able to answer all my questions and I certainly came out of the meeting understanding and knowing more more about the Swiss pension system!
I had the pleasure of a one-on-one meeting with Matthieu, who provided invaluable insights into the Swiss 3-pillar system and personal finance planning. His knowledge and ability to simplify complex financial topics were impressive. He took the time to understand my personal needs, offering practical advice tailored to my situation. I highly recommend Matthieu to anyone seeking expert guidance in financial planning.
Matthieu gave me very valuable information about the swiss social system, a detailed example of a second pillar full analysis, and a guide for an efficient financial planification.
A very useful information! Highly recommend too get his insight.
Matthieu is an excellent advisor, with a strong knowledge on the Swiss pension and tax systems. His recommendations were very helpful and he is kind and pleasant to talk to. I would highly recommend him to anyone moving to or leaving Switzerland to optimize their retirement income and their «three pillars».
Matthieu took some of his time to sit down with me and explain me how the three retirement pillars work in Switzerland, with details in terms of their taxation, their purpose, the way they operated, what can be done with them and how to optimize them in your own personal benefit. He answered my questions and took into consideration my personal financial situation and goals in our discussion. All this without a compromise and completely free. Thank you Matthieu 🙂
I had the pleasure of receiving a thorough explanation of the Swiss pension system and possible solutions from Matthieu, and I can confidently say it was an excellent experience. Matthieu managed to clarify all the intricate components, making the system finally clear, especially from the perspective of an expat. His explanations were both highly informative and pragmatic, helping me understand how everything fits together. His honesty and straightforwardness were truly appreciated, and he was never pushy, allowing me to process the information at my own pace.
Matthieu is very knowledgeable about the Swiss pensions system and at the same time he is able to explain it in a very simple way. He is to the point and pragmatic, he offers solutions rather than just explaining the theory. I would recommend Matthieu to anyone who wants to plan for retirement!
He provided clear and personalized guidance in the Swiss tax system, managing savings, and planning for (early) retirement. Very professional and knowledgeable, recommended for anyone seeking expert financial advice.
If you’re an expat in Switzerland and you have no idea about taxes and retirement systems, Matthieu will guide you and create a tailor-made project for you. Certainly an asset for your Swiss future ! Thanks again Matthieu
Professional, fast response and available to help you.
Highly recommend Matthieu
Matthieu took time to explain to me how the pension and tax systems work, in a easy-to-understand way. Definitely a good help, and made me start thinking more in depth on the topic.
Looking for the right person to help you structure your financial future in Switzerland, so that one day you can retire with full confidence? Matthieu has been instrumental in helping me understand the intricacies of the Swiss pension system (pillar 2&3) and provided clear, insightful guidance on maximizing long-term profitability. His expertise extends to structuring better savings and investments, ensuring a comprehensive and tailored approach to financial planning. Matthieu’s dedication, professionalism, and deep knowledge have significantly improved my financial strategy and confidence. If you’re looking for a reliable, knowledgeable advisor to navigate complex financial landscapes, Matthieu is the go-to expert. His guidance has been invaluable, and I am confident he will be a great asset to anyone seeking financial advice.
Matthieu was very helpful in explaining the swiss tax system and giving proper recommendations based on my financial situation.
Expatriée en Suisse, j’ai rapidement voulu mettre en place un plan d’épargne & de retraite «intelligent». Après avoir analysé ma situation personnelle/professionnelle et questionné mes objectifs de vie, Matthieu a pris le temps nécessaire de m’expliquer le système fiscal suisse et de répondre à mes questions avant de m’orienter vers le plan financier le plus adapté à mes besoins.
Son expertise, sa disponibilité (email/téléphone/rdv physique), sa clarté et sa patience permettent de prendre très sereinement des décisions sur le long terme. Son accompagnement actuel (et futur) est très apprécié.
Je vous recommande de faire appel au professionnalisme de Matthieu !
Matthieu m’a été d’une grande aide alors que je me posais beaucoup de questions sur mon avenir. Au delà même du 3ème pilier il connait tout le système suisse de retraite et cela m’a permis de me projeter très sereinement dans mon projet d’épargne. Avec bienveillance et tenant compte de ma situation personnelle il m’a donné d’autres précieux conseils. C’est un accompagnement sur mesure tellement rassurant.
Have a plan. Being smart with your finances should be a priority. A little time invested can get you far. Matthieu informed me of practical and reliable solutions to consistently grow and protect my money. Everyone should invest 1 hour with Matthieu because he provides valuable information that you can use right away; he’s reliable, professional and organised- I highly recommend his services.
Matthieu is fantastic at what he does, his advice and guidance on swiss tax and labour law is very spot on and highly appreciated! I look forward to continuing to work with him and as a side note, he is a really personable, warm and funny person and I have referred him to several people because of his client focused approach. thanks Matthieu!!
I highly recommend Matthieu as a financial advisor. His attentiveness, extensive knowledge, and availability make him an invaluable asset. He takes the time to explain complex matters and is incredibly flexible, demonstrating a genuine commitment to his clients.
Matthieu has a deep knowledge of the Swiss System. His guidance has equipped me with the necessary insights to make informed decisions.
Matthieu has a great and deep understanding of the Swiss system, both for taxes and retirement. On top of being analytical and on point, he is always available if you have any questions. I absolutely loved working with him and if I have any further advice need in the future I will no doubt contact him.
Matthieu has a deep understanding of the Swiss pension system and took all the time we needed to explain every detail of it. Even with such a dense subject, the explanations were very clear, organised and straightforward, which helped us make important decisions for our future. Definitely recommend!
If you live in Switzerland and you don’t know how the pension and tax systems work, Matthieu is your guy. He explains everything in easy-to-understand concepts and will even create a retirement plan together with you – because as we all know, «failing to plan is planning to fail».
His initiative to spread this knowledge is great and he does it in a very professional way. Could not recommend him more!
Matthieu has helped me a lot to undertand the Swiss system with great advice on how to set up everything to make the most out of my money. All very clearly explained and professional. Thank you!
As an engineer, I know how important it is to foresee different scenarios. Work step by step, analyzing each situation well and the derivatives that may arise to make projects will be beneficial for my company and for the people, who in the end are the main beneficiaries of the machines that package the food to be consumed by millions of citizens around us in countries around the world. Planning and prudence are important in our work and professional activity; likewise in our personal life.
This is why I trust professionals services such as My Tangram, particularly when dealing with my future and the future of my family in Switzerland, where we arrived 3 years ago and everything was new to us. They helped us to plan our «old age» horizon and our investments for the years to come. The more you prepare your personal future, the better. Thank you for helping my family and our future, Matthieu Chouanneau
Matthieu nous a aidés à choisir la meilleure solution pour notre retraite, après avoir analysé la situation et les possibilités de chacun d’entre nous. Analytique, patient et toujours à l’écoute des questions et des doutes qui puissent surgir, son expérience et son talent méritent toute la confiance. Ses services sont très recommendables pour tous ceux qui veulent assurer un avenir en toute sécurité pour toute la famille.
Excellent preparation, clear, calm, deep knowledge of the market and solutions
Very experienced, knowledgeable and responsive financial advisor! Thank you Matthieu
I was very happy to work with Matthieu on my financial planning. Matthieu’s explanations were very clear and concise, without missing out on all the essential points. What I gained is confidence in my plans for the future. Overall, if you are looking for a professional and friendly advisor, don’t hesitate any longer.
Mathieu m’a grandement aidé dans la compréhension du système (assez complexe) de retraite Suisse et a permis la mis en place d’un système efficace pour nos ambitions future.
Un grand merci.
Matthieu helped me and my husband understand the pension system in Switzerland and to set up our pension plan.
He’s very knowledgeable, helpful and professionnal, I highly recommand him and look forward to go in more details about financial planning with him!
Matthieu is a very professional financial planner and advisor. He walked us through a detailed joint financial plan and highlighted what made sense vs not for both short term and long term investments. He is very kind, patient and respectful of each question or request you have. You can tell he is passionate about what he does and believes in educating others on the Swiss financial system. I would definitely recommend Matthieu.
Matthieu is extremely knowledgeable when it comes to financial planning. I’d certainly recommend his expertise in this field!
Matthieu helped me set up my retirement plan and proposed me suitable options for investment to maximize my benefits. I definitely recommend him!
Matthieu gave me great advise on how to optimize my tax situation as I came to Switzerland without any knowledge of the system.
Great communication, patient, gave me customized attention and great follow up.
Matthieu is a very professional advisor, he helped us to better understand the Swiss financial system, and proposed the best short and mid-long term investments. He is very kind, active listener and always takes each question and request with patience and efficiency, really customer centric! I definitely recommend Matthieu.
I know Matthieu as his client. Matthieu has the ability to make difficult concepts easy, being very clear and confident. He is very kind and you can feel that he has pleasure on helping others. I really recommend him.
Working with Matthieu was great experience. Matthieu has great knowledge, he is very professional, proactive but also he listens to clients challenges and does his best to advise how to solve them vs generic proposals. I definitely recommend Matthieu.
Matthieu helped us set up our first proper retirement plan and investigate suitable options for investment to maximise our savings. Matthieu is very knowledgeable and has already added value by advising us on several areas (banking, tax, relocation scenarios, frontalier life etc). I definitely recommend him!
Excellent professional advice, customized to personal needs, great long term solutions even for young clients!
Matthieu is a professional advisor, he was patient with my questions being relatively new to the country. He is very supportive, immediately calling me and helping me solve questions the Company does not explain well enough.
Matthieu knows the European system extremely well and when working with him he becomes your best advisor, primarily looking at being compliant but for sure guiding you to making the best decisions for your future.
Matthieu has been fantastic in helping me, as an expat, understand and navigate savings and investment options in Switzerland. Strongly recommend him.
I’ve been working with Matthieu for the past 6 months and have really appreciated his level of knowledge and the expertise he has brought to my personal needs and individual situation. I’ve built a very trusting relationship and would recommend him to anyone.
Mathieu is close to his customers, proactive and forward looking. Thanks to strong professional skills his suggest appropriate short and long term solutions. A person you can trust.
I recommend Matthieu for all his advises, explanation and knowledge about Switzerland Financial operation.
I don’t consider myself to be a client of him, but a partner.
Matthieu is extremely knowledgeable and pedagogic. The combination creates a formidable space of opportunities. To perfect that, he advises with active listening and helps to navigate to the objectives we set ourself in life and we tend to forget. Well in my shoes, waiting for the future to come to me. I can only recommend.
Matthieu is a very professional and qualified tax advisor. He helped me a lot to understand the Swiss system and provide me with the most suitable solutions for my future plans in Switzerland
Matthieu is very knowledgeable about Swiss pension and tax system, the information he provided to me was extremely useful and relevant, easy to understand and tailored to my needs. I would recommend Matthieu to anyone who moved recently to Switzerland.
Matthieu approach, thorough explanation and integrity are the best words to describe him during our short but very valuable and definitely helpful amount of time that I have been a client of him. Would highly recommend to everyone and I am sure you will work together again as his knowledge on his field is extremely valuable!
For anybody looking into how to navigate and understand the tax system in Switzerland Matthieu is the perfect choice. His help in all matters related to finances has been of great importance to me and my family as we’ve settled confidently into the country and look into the future. He is very professional, knowledgable, reliable, and supportive and I would recommend his services without a doubt.
Matthieu is a really helpful advisor. He helped me understand a lot the Swiss retirement system and investment strategies. I recommend his services.
Matthieu is a good expert in the pension system and wealth management in Switzerland. He provided lots of support and I have a very good understanding of the pension system in Switzerland following our conversation. He provides very good and helpful advices on the ways to benefit most from the Swiss pension system. I will definitely recommend him to my colleagues and friends as a good tax, pension system and wealth management advisor.
Matthieu definitely puts his clients’ interest before his own.
He helps his clients to understand their financial situation and how to adapt ideally to their retirement planning.
Mattieu acts highly professional and is happy to adjust and improve his clients’ current position.
Matthieu is a very helpful and thoughtful advisor. He quickly guided me through the Swiss retirement system and highlighted the most important aspects of it. If you are looking for someone that can help you understand more and take control of your finances in Switzerland consider giving him a call.
Matthieu was of great help explaining me the benefits of 3rd pillar giving me well justified recommendations that fit well with my profile. I appreciated a lot his patience and the time he dedicated to me as well as his friendly and professional attitude!
I highly recommend Matthieu as a person that all expats can contact him to seek for advice.
Being new to Switzerland and its overall retirement and financial system, Matthieu has provided me important, spot-on and clear advises on how best invest for my future retirement and my family. Matthieu is very opened, available and was able to answer all my questions very clearly. I learnt a lot after few meetings with him.
If you are new to Switzerland or do not know the system well, Matthieu is clearly the person you need to talk to.
Matthieu advised me on the opening of my 3rd pillar.
Matthieu is professional, highly knowledgeable and yet shows great abilities to popularize financial information. He is also very available and reactive.
He helped me to get the most out of the 3rd pillar system and I’m sure others will find value when dealing with him of various financial matters.
Matthieu was very helpful in supporting me with my tax return, clear and concise information making it easy for me to complete. Much appreciated. If there is someone who needs help with understanding the pension system and completing a tax return in Zurich then Matthieu is who you should contact!
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