Current account, savings account, kids account, credit card:
Swissfinance analyses the different offers and assist its clients in setting up their accounts.

We evaluate loan demands and direct them towards the best financial institutions. Our goal is to bring expected financing at the best conditions.

Tax savings, retirement, ownership, collateral security, amortisation: the third pillar is a must-have nowadays in Switzerland.
Swissfinance compares and selects the best solutions among the top banking institutions.

Depending on the clients’ financial situation, income, risk profile and personal ambitions, Swissfinance selects a first class manager to enable clients to quickly and efficiently reach their goals.

Swissfinance compares the different financial institutions in order to obtain in a timely manner the adequate mortgage for its clients’ projects.

Selection of the firm, selection of the additional covers, deductible, insurance mode, family discounts or solutions for border dwellers: Swissfinance guides its clients towards maximum cover offers at the best prices.

Tax savings, long-term savings, family’s financial stability, income security, pre-retirement or mortgage amortisation : financial plans offered by the different companies are numerous.
Swissfinance compares, evaluates and selects the best options among the more specialized firms.

The most recognized insurance companies trust Swissfinance which enables us to operate in all of the following areas: car insurance, public liability, home insurance, precious belongings insurance, legal protection, building insurance, electronic insurance, animals insurance…
Swissfinance compares, negotiates and selects the best offers.

Active management of our clients’ policies helps seizing any opportunity thanks to our constant market analysis.
Each document is computerised which simplifies the follow-up and reminder of maturity.

After selecting properties matching our clients’ criteria, our experts take care of every step, from the first visit to signing the mortgage deed.
Property hunting, file preparation, solvency and fiscal impact calculations, estate assessment, interest rates’ negotiation: our expertise for a fast and effective acquisition.

Selecting the right partner for selling an estate is primordial.
Swissfinance takes care of everything to speed up our clients’ property promotion.
We organise the property’s assessment then present it to our network. Swissfinance offers potential buyers the possibility to quickly set up an agreement.

We hunt future homes for our clients among our numerous partners. We guarantee a high quality result in record time.

From basic to the most complex, our experts edit any tax return on time and with the best conditions.

Numerous questions surface when it comes to cross-border taxation. Tax deducted at source or quasi-resident tax return: we calculate and determine what is the most advantageous solution, then accompany our clients along the different administrative steps.

We offer our advice and expertise in many areas. Ownership, taxation according to marital status, inheritance, wealth tax: Swissfinance evaluates the impacts of taxation.

We bring at all time assistance, support and legal advice.
Our private clients can address our legal experts for editing their sales contract, rental contract, mandate or any other request.

Going abroad, moving out, giving birth, house buying, subsidy, applying for subsidy or family allowance: we accompany our clients for every procedure.
We also make our external partners available (doctors, schools, sports clubs, garages…) to Switzerland newcomers.

Accounts for self-employed or tailored system for businesses, Swissfinance analyses the market and supports its clients for setting up their accounts.

We take care of commercial lending requests by comparing the most recognized institutions in order to guaranty our clients the best offers.

Swissfinance compares banks, insurance companies, and savings banks to obtain in record time the adequate mortgage for its clients.

Understanding each firm own business needs, evaluating adequate solutions and setting them up are the 3 fundamental steps of our approach.
Thanks to our expertise we can cut costs and efficiently protect the company’s resources.

People’s insurance (accident, group health insurance, profit loss) are crucial in the employer’s management and cost control. They also enable the company to make a difference in the quality of services offered to employees.
Swissfinance compares, negotiates and selects the best offers in the market.

Active management of our clients’ policies helps seizing any opportunity thanks to our constant market analysis.
Each document is computerised which simplifies the follow-up and reminder of maturity.

Selection of the retirement plan, risk analysis, expected return, reserves requirements and non-obligatory services are as many elements fitting in our complete study of the situation.
Our analyses generate important savings and respect the expectations and the strategy defined by the company.

Swissfinance offers a constant follow-up to business managers. On their request, an informative meeting for all the employees can be set up.

Whatever the field in which our clients operate, our experts analyse the market, the risks, competition and their financial results.
The business plan is thus created to reach maximum success from start.

Swissfinance takes care of trademark registration, social insurances and mandatory legal deeds.

Our experts are available to create visual identity such as logo, website, flyers, app for smartphones etc… Our clients save time, gain credibility and optimise their return on investment.

General accounting, payroll, closing, social insurance declaration; our experts focus on this job every day.

Direct taxation, pre-empt taxation, VAT, stamp for paying a tax, international taxation, capital gain taxation, property transfer taxation: Swissfinance takes care of any fiscal request either for partnerships or join stock companies.

Double taxation, inter-cantonal and international taxation: Swissfinance evaluates the fiscal impacts to account in the business world.

We offer administrative domiciliation services.
Mail inbox, archiving, letters preparation, or accounting; Swissfinance supports its clients administratively.