Your wealth,
seen as a whole.

Your wealth is an ecosystem. Real estate, investments, pensions, taxation, marital and inheritance law — everything is connected. My role is to orchestrate the whole so that every decision serves a coherent strategy.

I draw up a complete wealth assessment, identify optimisation levers and build a tailor-made plan, aligned with your short-, medium- and long-term life goals.

Becoming a homeowner in Switzerland is a major project. Whether for your main residence or a rental investment, I accompany you from A to Z: feasibility analysis, negotiation of mortgage terms, structuring of the financing.

My direct experience in real estate — land sourcing, construction, property trading — gives me a market understanding few financial advisors can offer. I don't simulate: I have bought, sold, built and financed myself.

Building and growing your capital requires an investment strategy adapted to your risk profile, your horizon and your convictions. I guide you through asset allocation and the selection of funds and high-performing savings solutions.

My passion for financial markets and my background in finance (MBA) allow me to offer technical yet pedagogical guidance, far from sales pitches. Every recommendation is argued and transparent.

The Swiss three-pillar pension system is powerful but complex. I help you optimise your 2nd pillar (LPP/BVG), structure your 3rd pillar (3a/3b) and plan your retirement or income protection with peace of mind.

For self-employed professionals and expats, the stakes are even more specific. I make sure every franc invested in your pension works optimally for your future.

Before building the upper floors, you need solid foundations. Your insurance policies are the bedrock of your financial security. Alongside your planning, I analyse all your covers to guarantee optimal protection: well covered, at the right price, with no duplicates.

Life insurance, income protection, liability, health insurance — I scrutinise every contract. The goal: eliminate redundancies, close gaps and optimise your spending.

This service is offered as a complement to wealth planning — foundations before floors.