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Our Services for Private Clients
With our holistic finance services, we redefine well-being by going beyond conventional planning.
Considering your unique lifestyle, values and goals, we craft a personalized strategy.
Mortgage
Pension
Insurance
Holistic
Finance
Investment
Banking
Income/Expense
Join us in adopting a comprehensive approach to economic health, tackling your financial challenges through a tailored, holistic, and integrated solution.
What financial concerns are bothering you?
Income/Expense
Are you tired of constantly reviewing your budget and wishing for a deeper understanding of your spending patterns?
Allow us to shed light on your financial habits, providing invaluable insights to help you reclaim control of your finances once and for all.
Insurance
Are you seeking to switch insurance providers and need expert guidance to determine the best action?
Our partners and we not only analyze your current situation, but also evaluate various offers. Our recommendation, grounded in expertise, will help you navigate the decision-making process.
Mortgage
Are you looking for help with real estate and mortgage needs but not sure where to begin?
Let us be your trusted guide through the real estate and mortgage search process. With profound market understanding from our partners and unwavering support from our team, we offer professionalism and expertise to help you find the perfect property and secure a favorable mortgage.
Pension
Are you seeking a pension solution that meets
your family’s financial needs and offers expert
support for your pension planning?
your family’s financial needs and offers expert
support for your pension planning?
Achieve peace of mind with our meticulously tailored pension plan solutions that prioritize the financial well-being of your partner and children, accompanied by transparent explanations and timely communication.
Investment
Are you wondering about the potential of investment opportunities and seeking insights into the world of investments?
Our in-depth analysis and expertise will clarify the financial aspects, empowering you with the confidence to make well-informed investment decisions.
Banking
Are you looking for a comprehensive financial partner who goes beyond basic banking services to meet all your financial needs?
Discover a comprehensive financial partnership that goes beyond banking services, seamlessly integrating personalized wealth management, strategic planning, and expert support for optimized financial well-being.
Trusted Partnerships
We believe in fostering lasting relationships built on trust and excellence.
That's why we proudly collaborate with a select group of esteemed partners who share our commitment to client-centricity.
Through our longstanding collaborations, we ensure that our clients receive the highest quality service and solutions tailored to their needs.
Explore our trusted partnerships and experience the difference today.
Interested inPartneringwith Consolitech Switzerland AG?
Contact UsBook you first consultation
Investment advice
We support you in creating your personal investment strategy and selecting investment instruments.
From as little as 0.22% advisory fee p.a.
Pillar 3a and vested benefits
Select from a wide range of attractive investment funds and benefit from both, tax savings and long-term gains alike.
Exclusive financial and advisory services
- Individual asset report
- Digital financial cockpit
- Portfolio analysis - Review and second opinion
- Holistic Financial advisory for you and your family (family office)
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