Your Financial Future, decoded.
No hidden fees.
Direct fees average 2,200.- per year (300 banking, 600 3A management, 500 LPP management, 800 banking, real estate, and index transactions).
In 10 years, you give the equivalent of a car to institutions. In 40 years, including investment interest, you give them a small apartment.
What if we changed that?
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Wealth is like a Tangram: every piece is essential, but it is their arrangement that creates balance.
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They Trust Us
From the creation of their savings to the enjoyment of their wealth, from age 22 to 85.
Simple and effective investments.
Giada Venturin, Novo Nordisk.
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.
Xenia Olajosova, Galderma.
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.
Nikolaos Arvanitopoulos, Pictet AM
Lara Bernard, Habib Bank AG.
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 !
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