Swiss Tax & Financial Advisor

Tailored tax and financial planning for locals and expats

Start smart: Consultations on me |Tax return fillings from 90,- | My clients pay an average 2,150 CHF less taxes

About Me

I am a Swiss Tax & Financial Advisor specialized in Swiss tax return filings and tax optimization strategies for private individuals and expats. In addition, I provide professional consultation on tax-deductible pension solutions such as Pillar 3a and Pillar 3b, as well as personalized investment plans that support long-term wealth building and retirement planning. As a FINMA-registered advisor with over 12 years of experience in the Swiss financial markets, I help my clients reduce their tax burden, maximize savings, and achieve financial independence through efficient and compliant strategies. My approach combines smart tax planning, pension optimization, and customized investment advice — ensuring security, efficiency, and sustainable long-term growth.

Services Offered

Filling Tax Returns

I prepare your Swiss tax return with a focus on maximum deductions and minimum tax liability.

Whether you’re a Swiss resident, cross-border worker, or expat with income or assets abroad, I make sure your declaration is fully compliant and optimized to avoid double taxation.

Swiss Pension Planning

Secure your financial future with personalised, tax-deductible pension strategies.

We help you make the most of your Pillar 3a and 3b contributions and align them with your overall tax and investment plan — ensuring maximum efficiency and long-term growth.

ETF portfolios Switzerland

I help you design risk-appropriate investment strategies with access to diversified funds and ETF portfolios for one-time or flexible contributions. Whether you’re saving for retirement or growing your wealth, I guide you step by step and align your investments with your tax plan and time horizon.

My Approach

Personalised, Transparent, Cross-Border.

Swiss Tax Support for Expats & Residents

Whether you’ve just moved to Switzerland or have lived here for years, I help you navigate the Swiss tax system with clarity and confidence. Your tax return is prepared personally and accurately, ensuring that all eligible deductions are claimed — including rent, health expenses, childcare, commuting, Pillar 3a contributions, and more

My services are ideal for expats with foreign income, real estate, or international investments — including cryptocurrency assets and cross-border portfolios. As a specialist in international tax law and Double Tax Agreements (DTAs), I help you avoid double taxation and ensure full tax compliance, even in complex global situations.

I provide expert advice on health insurance, Pillar 3a and 3b pension solutions, and long-term financial planning — all tailored to your individual life situation. My services are available in English, German, Spanish, and Portuguese, and all meetings are conducted online — simple, efficient, and flexible, wherever you are.