We are where you are. Tailor-made. Holistic. For you.
Our services for private clients comprise personalized, professional solutions in the ares of investments, finance, mortgages, real estate, law, tax, insurance, and pension. Perfectly tailored to your life circumstances.
Your finances are far more than just numbers – they are the key to a stable, independent, and fulfilled life. With our holistic solutions, we create transparency on your financial situation, identify potential for optimization, and develop strategies that are perfectly tailored to your personal goals and stages of life.
Our 360° Check-Up offers you a comprehensive analysis of your financial situation – individually tailored to your requirements. From capturing your initial situation to tailor-made solutions to long-term guidance, we cover all areas of life including finance, pension, real estate, and tax. Our unique approach combines in-depth expertise with personal support so you can reach your goals efficiently and sustainably.
Holistic planning for your wealth.
We create a comprehensive wealth overview that takes into account both bankable assets such as accounts and investments as well as non-bankable assets such as real estate and shareholdings. In doing so, we analyze your financial situation holistically, identify optimization potential, and develop tailor-made strategies.
A clear budget planning is the foundation of financial security and flexibility. With our budget planning, we analyze your income and expenses, creating transparency over your financial situation. Together we develop a tailor-made plan that supports your objectives and prevents financial tight spots.
With well-thought-out financial planning services, you lay the foundation for long-term financial stability. We analyze your income and wealth situation, optimize your expenses, and develop a tailor-made strategy that is perfectly aligned with your goals in life. Be it retirement provision, wealth creation, or larger investments – our financial planning combines all aspects of your finances in one holistic concept.
Sound planning is half the future.
Plan your retirement early and without worries thanks to our retirement planning services. We analyze your retirement provision, optimize annuity or lump-sum payments from a tax perspective, and develop a sustainable strategy that safeguards your living standard. In doing so, we create financial clarity and flexibility for your future.
Did you know that over 60% of the Swiss population have no legally binding estate plan? Yet each and every one of us can suddenly become incapacitated due to sickness or an accident – with no clearly defined instructions, others will end up deciding on our behalf. We support you in starting your provision and estate planning early and individually.
In this episode of the "SCHWEIZER ERFOLG" podcast, our CEO Gzim Hasani discusses entrepreneurial opportunities, strategic investments, and the meaning of leadership. A conversation full of valuable insights for entrepreneurs, investors, and anyone seeking a future in the financial industry. The podcast is in German.
We always act responsibly toward our clients, partners, and society by exercising utmost care in every decision we take.
The requirements and objectives of our clients are at the heart of our daily work.
Trust is the foundation of our work – we safeguard it by always seeking the best possible solutions for our clients.
We seek sustainable and long-term solutions for our clients.
We always strive to develop innovative solutions that provide genuine added value to our clients.
Our principle of independence enables us to always act in the interest of our clients.
smzh ag stands for independent, holistic, and tailor-made financial solutions that are accessible to everyone. We place great importance on regularly and directly exchanging with our clients. This enables us to know their goals and wishes, which are always at the core of all our deliberations. We do our very best to find an optimal solution regardless of your circumstances.
Call us or make an appointment online for a non-binding first conversation. We look forward to hearing from you.
