Wealth & Taxes
Gain clarity. Regain control.
After a divorce, a job change or a reorientation you might feel overwhelmed. We help you take your finances back into your own hands – step by step, without pressure.
Why now is the right time
Change can be overwhelming – but it also offers the chance to reorganize everything. Seize this moment.
Whether divorce, job change or reorientation – now is the moment to take your finances back into your own hands.
With targeted tax planning you regain control – and save thousands of francs annually.
A clear financial plan gives you stability and security – even when much is changing.
You build wealth that gives you independence – today and in the future.
We help you seize these opportunities – structured and understandable.
What many people get wrong:
"After the separation I need to see how things go first."
Right now clarity is crucial: asset division, pension fund, taxes – it's all connected.
"At 45+ it's too late to build wealth."
Wrong! The next 15-20 years offer enormous potential – if you choose the right strategy now.
"I need to sort out my career first, then the finances."
Both are connected: your career decision directly affects retirement provision, taxes and wealth.
"The pension fund will sort itself out."
After a divorce or job change, gaps often arise – which you need to actively close.
With the right strategy you avoid these mistakes.
What you really need
Understandable rather than complicated – only what's relevant to your situation:
An honest assessment of your position
Where do you stand financially after the change? We create clarity about assets, debts and gaps.
A realistic wealth strategy
Catch up, secure or grow? We find the right strategy for your life situation.
Pension fund and retirement provision check
What happens to your retirement provision in a divorce or job change? We show you all options.
A plan that fits you
No standard solution, but a roadmap that considers your current situation and goals.
Together we develop your personal strategy.
How we support you – step by step
From analysis to implementation.
Stocktaking with understanding
We look together: what do you have? What's missing? What's different after the change? No blame, just facts.
Recognizing gaps, seizing opportunities
Where are the tax advantages? Where are the retirement provision gaps? We identify what really matters – without scaremongering.
Developing a strategy
You receive a concrete plan: what now, what later, what you can do yourself, where you need support.
Support during implementation
We won't leave you alone: whether it's setting up accounts, tax returns or investment decisions – we're by your side.
What you'll know after the conversation
You'll have clarity about:
Where you stand financially – honestly and transparently
Which retirement provision gaps arose from divorce or job change
How much tax you can specifically save
Which steps have priority now
A clear action plan for the coming months
In short: you know exactly how to make the most of your money.
Frequently asked questions about wealth & taxes
Personal consultation
We're here for you
You deserve clarity – let's talk
A confidential conversation where we look together at where you stand and what's possible.
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