Can you help optimize my personal tax situation?

Absolutely. We analyze your financial situation and identify opportunities to minimize your tax burden, ensuring you benefit from all available deductions and allowances.

Do you offer tax planning for business owners or the self-employed?

Yes, we provide tailored tax planning services for business owners and self-employed individuals, helping you structure your finances efficiently and comply with Swiss tax regulations.

Do you work together with tax advisors or fiduciaries?

Yes, we have our own dedicated internal team and draw on a broad network of partners with experienced tax advisors and fiduciaries to provide you with comprehensive and reliable solutions.

Do you offer independent investment advice?

Yes, we provide independent investment advice based on your goals, risk tolerance, and financial situation, without promoting specific products.

What types of investments do you recommend?

We recommend a broad range of investment options, including funds, ETFs, and other diversified instruments, always tailored to your individual needs and preferences.

Do you manage investments or only advise?

We do not manage assets or engage in daily trading. Instead, we help you decide whether to delegate asset management or manage your investments yourself. We act as your sparring partner, supporting you with strategy and decision-making.

Can you review my existing investment portfolio?

Yes, we can review your current investment portfolio, assess its suitability, and suggest improvements to better align with your goals.

What does retirement planning include?

Our retirement planning covers pension analysis, income planning, optimization of social security benefits, and strategies to ensure a comfortable retirement.

Can you help with inheritance and estate planning?

Yes, we advise you on inheritance and estate planning to ensure your assets are transferred according to your wishes and in a tax-efficient manner.

How do you handle changes in personal or financial situations?

We adapt our advice to any changes in your personal or financial circumstances, ensuring your financial plan remains up to date and relevant.

Do you coordinate retirement planning with pension funds (2nd Pillar)?

Yes, we work closely with pension funds and help you optimize your benefits from the 2nd Pillar as part of your overall retirement strategy.

Clear strategies for a confident future

Independent financial advisory

FIN tells you everything others will not — financial matters do not have to be complicated. FIN accompanies you independently and personally — on taxes, retirement planning, wealth planning, property, and more.

No technical jargon, no conflicts of interest. Just honest advice that truly fits you.

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Clarity, not complexity.

We start with your North Star — your personal direction — and build everything else around it.

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Services that evolve with you.

Financial needs shift as life does. At FIN, we offer modular, transparent services according to your needs – from your first investment to your retirement strategy.

What stays consistent: one dedicated advisor, and clarity in every financial step.

Explore our services

Swiss Taxes

Clarity that pays off: Taxes affect everyone—yet few feel truly certain about how to handle them. That’s where FIN steps in.

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Clarity that pays off: Taxes affect everyone—yet few feel truly certain about how to handle them. That’s where FIN steps in.

Navigate local and cross-border tax matters with confidence. FIN takes an individual and comprehensive approach to your tax situation. It’s not just about filing your tax return: FIN uncovers all possible deductions, highlights available alternatives, and clearly explains the advantages and disadvantages of each strategy.

This gives you the confidence and foundation to make informed financial decisions for every stage of your life.

No matter your origin or where you call home, FIN ensures you stay confident and in control of your taxes.

Investment Strategy

Build and protect your portfolio – with strategy, structure, and long-term perspective.

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Build and protect your portfolio – with strategy, structure, and long-term perspective.

Smart investing means putting you—not a bank’s interests—at the center of every decision. FIN develops investment strategies that fit your life, your goals, and your values. Whether it’s ETFs, funds or sustainable criteria. With FIN, your investments are built for progress, not stagnation.

Swiss Pension Scheme

From early planning to optimization – we prepare you for what’s ahead.

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From early planning to optimization – we prepare you for what’s ahead.

The Swiss pension system is built on three strong pillars. FIN helps you truly understand and use each of them—so your future remains in your hands, whatever life brings.

Focus on what you truly need—never more, never less. We help you avoid unnecessary products and keep the path clear.

Unlock the power of Switzerland’s three-pillar pension system—pillar 3a, pension fund buy-ins, and tailored personal insurance.

Property & Financing

Tailored strategies for ambitious dreams. We tell you everything the banks won’t.

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Tailored strategies for ambitious dreams. We tell you everything the banks won’t.

Owning a home is far more than just having a roof over your head—it’s achieving a milestone that brings pride, security, and a sense of arrival.

Your goal is simple: A home that anchors your future—without unnecessary stress or surprise. FIN delivers the reassurance, insight, and structure you need to make that possible.

We crunch the numbers—taxes, amortization, and impact—so decisions are simple.

Pension Planning

Your retirement—our shared goal. With FIN, everything is under control.

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Your retirement—our shared goal. With FIN, everything is under control.

Retirement comes with crucial decisions:

Should you opt for a lump-sum payout or lifetime annuity?

Is early retirement right for you?

What’s the best way to optimize your social security benefits?

As an experienced financial advisor, FIN helps you plan this step with foresight and tax efficiency. We don’t just talk you through your options—we guide you through every implementation, so you can plan in peace and avoid surprises later.

Trust the Stars: Google Reviews

Vanessa Leite

I am an expat living in Switzerland under B permit and was with doubts about having to file my taxes. I had a great experience talking to Marlon on a consultation call. I received advice and explanations about what situations would be an advantage to stop paying the withholding taxes and starting filing the taxes myself. I was full of uncertainty and now I feel with peace of mind.

Vincent Olivier

5 stars – highly recommended. From the initial meeting to the final submission of my tax return, everything was completed within one week. The entire process was handled online and was incredibly smooth thanks to their app, which made document sharing and communication very easy. My contact person was professional, knowledgeable, responsive, and genuinely pleasant to work with. I felt confident throughout the whole process that my tax return was in good hands. On top of that, the final price was very fair for the quality and speed of service delivered. I’m extremely satisfied with their work and will definitely use their services again.

Right

Super, freundliche und kompetente Beratung. Vielen lieben Dank für deine Hilfe und Mühe Marlon.

Nedi Kramer

Sehr sympathisches Team und professionelle Unterstützung in allen Bereichen. Danke für die tolle Zusammenarbeit

Sarah Elia

Hervorragender Service und äußerst professionelle Beratung. Man merkt sofort, dass hier Qualität und Kundenzufriedenheit im Mittelpunkt stehen.

Giulio Bossi

Sehr empfehlenswert! Ich bin absolut zufrieden mit dem Service von Trust FIN. Die Steuererklärung wurde schnell, professionell und zuverlässig erledigt. Das Team ist sehr kompetent, freundlich und nimmt sich Zeit, alle Fragen verständlich zu erklären. Besonders gut hat mir gefallen, dass alles transparent ablief und ich mich um nichts kümmern musste. Ich kann Trust FIN jedem empfehlen, der Wert auf eine stressfreie und genaue Steuererklärung legt. Vielen Dank für die tolle Arbeit – gerne wieder!

Bianca Güzelsahin-Martins

Kompetente Beratung, sehr zuverlässig und immer freundlich! Absolut empfehlenswert.

Ingrid Rauschenberg

Meine Steuerunterlagen sind bei FIN in besten Händen.

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FIN Investment Philosophy

The Core-Satellite Strategy:
Stability meets
targeted returns

Your Foundation

Dividend Stocks

Trend & Momentum

Derivatives & Hedging

Private Equity

Thematic Sectors

★

Your Foundation

The core of your investment. Here, we capture the global market return in a broadly diversified and highly cost-efficient manner.
01

Dividend Stocks

Focus on quality companies with strong cash flows and growing dividends. Your building block for steady income and stability during volatile market phases.
02

Trend & Momentum

Active strategies that leverage proven market dynamics. A selective exposure with the clear goal of generating excess returns against the broader market.
03

Derivatives & Hedging

Precise risk management. We deliberately use derivatives to hedge against extreme risks (tail risks) — strictly for capital protection and never for speculative bets.
04

Private Equity

The exclusive asset class at the top of the pyramid. A long-term investment that is illiquid, but perfectly diversifies your portfolio through uncorrelated returns outside the public markets.
05

Thematic Sectors

Invest in your convictions. Whether Artificial Intelligence, Climate Tech, or Healthcare Innovation — we select the megatrends that perfectly align with your risk profile.