Finance Lab

Mr Raphaël Jordi, independent financial advisor (Dipl. IAF) and member of the Swiss Association of Financial Planners (FPVS), provides independent guidance to help you : 

• Review your financial situation (income, expenses, taxes and assets)
• Plan for retirement (AHV/AVS, occupational pension and 3rd pillar)
• Optimise your mortgage and real estate strategy
• Plan ahead for the transfer of your wealth and protect your loved ones
• Get clear answers to your questions, with no obligation or sales pressure
• Benefit from 100% independent, fee-only advice, with no financial products being sold