Search
Close this search box.

FREE FINANCIAL PLAN
INSURANCE SERVICES
INVESTMENTS
INTERNATIONAL ACCOUNTS
SWISS PENSIONS
previous arrow
next arrow
Slider

Crystal Clear and Understandable

I am extremely satisfied with the service I received from Monfort and happy with the advice I have received which helped me a lot in my financial planning and retirement calculations. The discussions impacted very positively the way I think about my future plans.

I received detailed explanation and expert advice on the pension system and the Swiss property market in a crystal clear and understandable way.

Gabor Nemeth

Monfort International GmbH

Monfort explained structured and clearly a individual financial plan for me as an international working in switzerland. All advices were given in a clear and understandable way with a hands-on mentality. Happy to have a competent partner!
Marcel Hi

I Am Very Happy With The Advice

I am very happy with the advice I have received from Monfort. Monfort explained how the pension system works and provided advice on the Swiss property market and mortgage options. I was happy with my financial plan and the recommendations I received. All advice was given in a clear and understandable way. The retirement calculations help me to think about my future plans.
Min Z

I Find The Team To Be Very Professional

I have been taking financial advice from Monfort International for over a year. I find the team to be very professional, have good and realistic advice and always try to fit their proposals to the specific customer. Would very much recommend if you need help with retirement planning or other financial decisions.
Anna Shopova

I have been working with Monfort since 2015

I have been working with Monfort since 2015. They have always helped and advised me with Swiss pensions and tax planning. They helped me to make right decisions to save money and increase my savings.

As I have now left Switzerland and returned to Spain, I have also received advice on withdrawing my 2nd pillar pension to purchase a property. They are always willing to help and have in-depth knowledge of the Swiss financial market. Thanks for your very good recommendations!

Ignacio Mochales Cuesta
  • Professional and customer centric service

    Andrea Cena Avatar Andrea Cena
    April 26, 2022

    I have been a client for a couple of years now and am very happy with the guidance received. Even if I am already a quite informed and organized person, the Montfort team always have extra information that is valuable for my overall financial health.

    Doina Emilian Avatar Doina Emilian
    September 15, 2022

    Great experience with this company - I received excellent & unbiased advice. I now know more about CH pensions. I would recommend this company due to their honesty (they were open they do not feel they can optimise my current situation). Looking forward to keeping in touch with them & I hope we will find ways to work together in the future.

    Carlo Tonello Avatar Carlo Tonello
    November 24, 2022
  • I am very happy with the discussions we had around financial planning and clear recommendations.

    Renu Kapil Avatar Renu Kapil
    December 26, 2021

    Professional, friendly and very knowledgable. I would recommend to any expat in Switzerland!

    Desi Bichakova Avatar Desi Bichakova
    December 26, 2021

    All advice was given in a clear and understandable way.

    Bruna Mendes Avatar Bruna Mendes
    August 19, 2022
  • very competent and well-informed about Swiss and EU regulations, very helpful financial planning

    Stefano Gallazzi Avatar Stefano Gallazzi
    December 26, 2021

    I really enjoyed the professionalism and good advice from Monfort.

    Francesco Brancati Avatar Francesco Brancati
    December 26, 2021

    I am extremely satisfied with the service I received from Monfort and happy with the advice I have received which helped me a lot in my financial planning and retirement calculations. The discussions impacted very positively the way I think about my future plans. I received detaied explanation and expert advice on the pension system and the Swiss property market in a crystal clear and understandable way. I would happily recommend Monfort.

    Gabor Nemeth Avatar Gabor Nemeth
    December 26, 2021
  • Good use of time, definitely recommended. The retirement calculations made me think about my future plans.

    Mukul Badonia Avatar Mukul Badonia
    September 15, 2022

    Great support and I would happily recommend Monfort.

    Cristina Varela Calleja Avatar Cristina Varela Calleja
    February 26, 2022

    Monfort explained structured and clearly a individual financial plan for me as an international working in switzerland. All advices were given in a clear and understandable way with a hands-on mentality. Happy to have a competent partner!

    Marcel Hi Avatar Marcel Hi
    April 26, 2022

Our Financial Planning Process

Free Financial Plan

In order to receive your free financial plan, our consultants will take you through a five-step video call process. This process is designed to ensure that we get a full understanding of your current circumstances and financial objectives. This will enable us to create a bespoke financial plan.

01
Introduction

Your financial consultant will introduce our company and explain in detail exactly how we add value to our clients. We will cover how our video call financial planning process works, provide an overview of all the services offered, how we are regulated, and cover any initial questions

02
Presentation

We will gather key information as to your current financial circumstances and your objectives. This is crucial to ensure that all advice is tailored to your needs. All information given is kept private and confidential and will only be used to create your financial plan and ensure all recommendations are tailored for you.

03
Information

Our consultant will then present your personalized financial plan. We will show you exactly what you need to consider in order to hit your objectives and present a broad list of ideas as to how you could make your planning more efficient both in the short, medium, and long term.​

04
Recommendations

This video call is to explore each recommendation in more detail. This could include, tax optimization, Insurance planning, investment advice, protection of assets, and inheritance planning, After all, recommendations, are made your advisor will send your bespoke financial plan and recommendations to you by email. ​

05
Q & A

This is your opportunity to ask your consultant any questions regarding your financial plan and any of the recommendations made. From here you can decide which recommendations you would like to implement. If you are happy, together we will agree on a plan to embark on financial freedom by offering ongoing meetings. ​

Get your free financial plan here.

Contact us today to get a jump on your future.
businext img29

Early retirement is an appealing option… if you have the financial means. We walk you through a thorough analysis to ensure that you can make informed choices.

businext img27
businext img6

You want your children to have the best education possible, yet school and university expenses and fees can be costly, and are constantly rising.

businext img28

We all have a need for  insurance to protect ourselves and our loved ones. Most people have different insurance policies for different matters.

businext img32

We dream of owning our own home, but the high cost of homes generally requires a home mortgage to make this become a reality. Monfort International can access the right mortgage to fit your needs.

businext img30

Investments are a very important part of financial planning. In today’s low interest environment the decision as to where to invest your capital becomes even more important.

businext img31

An offshore, or overseas, bank account is one that is held in a country where the account holder does not reside, allowing you to  hold money and open savings and investment accounts in multiple currencies.

Swiss Pension Schemes

Swiss pensions are based on three pillars. Both pillars 1 and 2 are mandatory and include life and disability insurance. The third pillar is a tax-deductible private pension plan that may be opened with any bank or insurance company. 

Click here to discover our Swiss pension plans.

24/7 HOUR AVAILABLE

+(911) 259 273 57

Financial News and Articles

PRICING TABLE

Non iste suscipit! Impedit repellat morbi fames dapibus illum, elementum etiam, cupiditate.

Non iste suscipit! Impedit repellat morbi fames dapibus illum, elementum etiam, cupiditate.

Non iste suscipit! Impedit repellat morbi fames dapibus illum, elementum etiam, cupiditate.