SWISSFINANCE, YOUR CENTRE OF EXCELLENCE
The range of financial services offered to businesses includes three main areas:
· Study and optimization of the second pillar
· Fiscal calculations and advice
· Management advice, investment strategies and business development
Swissfinance’s neutrality enables us to orientate our clients towards banks and financial institutions matching their profiles best.
The good relations we have with our partners make us also able to serve our clients’ interest by negotiating the most profitable terms.
Registered with FINMA as an independent insurance intermediary, we represent our clients’ interests and bring them an added-value.
Swissfinance compares offers from the entire market, then negotiates them directly for the clients.
Swissfinance also gives the opportunity to centralise existing policies which makes it easier to monitor, assess, and adapt the whole portfolio.
Clients’ take advantage of the firm’s independency to save up and optimise their cover.
The 2nd pillar is a fundamental base of the financial structure of companies. Situation at retirement, death or disablement cover, becoming home owner: options offered by pension funds are various.
Searching and selecting the right fund enables the employer to find the right balance between cost control and quality of services offered to employees.
Swissfinance’s neutrality enables us to assess the current situation and guaranty long term competitiveness.
Launching a business or a subsidiary is an important decision. The structure initially selected will have repercussions in the long run.
From business plan to visual identity, Swissfinance makes its financial, legal and fiscal expertise available to its clients.
Management software and visual identity are also part of the features we develop for our clients.
Thanks to its experience and expertise, Swissfinance enable its clients to quickly have the right settings for developing its activities.
Swissfinance acts as fiduciary for its business clients. We keep the books, prepare and edit tax returns, calculates potential savings and take into account all the criteria affecting the fiscal optimisation of our clients.
With strong experience, our experts provide their savoir-faire in order to add a real value to every client.
We have a solution for your business