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Take advantage of the advice and services of your independent broker with regard to financing

  • Financial planning
  • Tax optimisation

Financial planning

Building financial assets to achieve personal projects over the long term often requires financial planning.
 
With our counsellors you will have the advantage of a full analysis taking into account all the financial aspects and the evolution of your situation over the long term.
 

Tax optimisation

Within the framework of financial asset creation, the tax aspects may provide an important advantage that should be taken into account.

Whether it is at the Cantonal or Federal levels, our experts can provide you with advice on the various solutions available on the market.

Contact an expert

Our associated services