Professionally optimise your vested benefits

Specialised solutions for expats and individuals with medium to high incomes – tax optimisation, secure transfers, and smart investment strategies for your vested benefits.

Free initial consultation and quote
Specialised in expat needs
Maximum tax optimisation
100% free and non-binding
> 98%
Satisfaction
15+
Years of experience

Request a free vested benefits quote

Let us analyse your situation and receive a tailored solution for your vested benefits – completely free and non-binding.

Our special solutions

Tailored vested benefits solutions individually matched to your needs – professional, secure, and tax-optimised.

Expats – Leaving Switzerland

Leaving Switzerland and need to transfer your vested benefits? We ensure a tax-optimised and secure transfer.

  • International transfer options
  • Tax optimisation
  • Complete process support
Request advice

Job change – Interim solution

Changing jobs or becoming self-employed? We offer optimal interim solutions for your vested benefits with maximum flexibility.

  • Flexible investment strategy
  • Fast availability
  • Ongoing advice
Optimise now

Optimise existing solution

Already have a vested benefits solution but not satisfied? We analyse and optimise your current situation.

  • Free analysis
  • Identify potential for improvement
  • Seamless transition
Request analysis

Your advantages at a glance

Our expertise in tax optimisation and smart investment strategies makes the difference.

Free advice

Non-binding initial consultation and analysis of your current situation

Fast processing

Efficient processes for prompt implementation of your vested benefits solution

Tax optimisation

Maximising your returns through professional tax planning

Expert team

Specialist advisers with many years of experience in the expat sector

Request quote now
  • 100% free
  • non-binding

It's this easy

Find the right vested benefits solution in just a few steps – fast, transparent, and precisely tailored to your needs.

1

Get in touch

Quick and easy – let us know your goals for your vested benefits via a short form.

2

Offers in 48 hours

Receive a clear, understandable, and personalised overview of your vested benefits options within 48 hours.

3

Choose the best solution

Compare strategies and choose the solution that best combines security, returns, and tax advantages.

4

Implementation & full service

We implement your vested benefits solution professionally – you benefit from regular updates and tangible tax advantages.

Optimise vested benefits. Increase returns. Save tax.

Make the most of your vested benefits – professional, secure, and tax-optimised. Request your free quote now.