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Financial Planning

Regulated online financial advice is just a click away

  • Tax Optimisation

    From seemingly simple tax returns, to solving double taxation issues, and navigating Swiss investment taxation, our international tax specialist partners will guide you through everything you need to optimise your taxes.

  • Retirement Planning

    By listening carefully, giving honest advice, and creating tailored investment plans, we help you achieve your long-term financial goals.

  • Children’s Education

    Through careful financial planning it is possible to give your children the best start in life - and there's no better time than now.

  • Estate Planning

    We can provide you guidance and advice on the most tax-efficient approaches to your estate to maximise your family’s inheritance when the time comes.

Regulated online financial advice is just a click away

As Switzerland’s first regulated online financial advice company, our team of experienced financial advisors is here to help you plot your course for the financial future you want.

From our first meeting together, we’ll take a look at what you’re doing now, what you’ll have by following that plan of action, and what you need to live the lifestyle you want in the future. 

With extensive knowledge of Swiss and international pension, mortgage and investment systems, we have the expertise needed to provide tailored financial planning solutions for you and your family.

Regulated online financial advice is just a click away
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or call: +41 (0) 44 552 12 12

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How much do you need to retire?

Achieve financial freedom - and retire when you want to. 

We help investors in Switzerland build assets and create passive income to replace formal employment. 

By listening carefully, giving honest advice, and creating tailored investment plans, we help you achieve your long-term financial goals.

How much do you need to retire? Request your free guide now and find out with our simple 2-step process. 

How much do you need to retire?

How much do you need to retire?

  • Truly professional & experienced team. Highly recommended to anyone looking for financial and wealth management advice.

    Akhil Prabhu

  • Good straightforward planning advice. Highly recommended.

    Paul Gibson

  • I was recommended IWP by a work colleague and have always been impressed. I wouldn't hesitate to recommend them to anyone seeking independent financial advice.

    Paul