Financial advice & wealth planning · Lausanne
Unbiased financial advice — no in-house products to sell. Real estate and financial markets united in a single point of contact, in the service of your peace of mind.
§ 01 The promise
My only interest is yours. Unlike a banker or an insurer, my recommendations are objective, transparent and entirely focused on your goals — equivalent remuneration across partners fully preserves the objectivity of the advice.
With hands-on experience in real-estate investment and portfolio management, I offer a 360° view that neither your bank nor your insurer can match — a single point of contact for your entire wealth.
Backed by one of Europe's largest financial advisory groups: 50 years of history, 8 million clients, 18,000 advisors. The strength of a group, the closeness of a dedicated advisor — and an extensive network of partners across every sector.
§ 02 Who I work with
Structuring your wealth, becoming a homeowner or securing your children's future — a coherent financial strategy, adapted to every stage of your life.
Tax optimisation, occupational pension, investments — together we build the financial foundations of your success.
Pensions, taxation, mortgage financing and Swiss specificities — a guide through the Swiss system, in English or in French.
§ 03 The method
Understanding your situation, your wishes, your life goals.
Assessing and planning your wealth with rigour and method.
Proposing personalised, objective and well-argued solutions.
Implementing your wealth strategy with precision.
A lasting partnership, adjusted as your life evolves.
§ 04 The difference
Your banker sells his bank's products. Your insurer, his company's policies. I have nothing to sell — I advise.
Real estate, investments, pensions, taxation — orchestrated as one coherent whole.
Equivalent remuneration across partners: the advice stays pure.
I have bought, sold, built and financed myself — not just run simulations.
Your plan evolves with your life; regular reviews keep everything aligned.
Certified tools and high-level continuous training — Swiss discretion.
AI brings speed and precision; only an advisor can truly read your situation and tell emotional concerns from financial stakes, with empathy.
§ 05 The strength
As a Wealth Planner within the Conseil en Patrimoine Suisse network (DVAG group), I rely on certified tools and first-class partners — while you keep one single, dedicated point of contact. Our partners
In a free and confidential first consultation, we review your situation and define the next steps together.