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SWISS PENSIONS
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  • Great support and I would happily recommend Monfort.

    Cristina Varela Calleja Avatar Cristina Varela Calleja
    February 26, 2022

    All advice was given in a clear and understandable way.

    Bruna Mendes Avatar Bruna Mendes
    August 19, 2022

    Professional and customer centric service

    Andrea Cena Avatar Andrea Cena
    April 26, 2022
  • I am very happy with the advice I have received from Monfort. They are very proactive and very fast when needed (they help us arranged our pillar 3a within 3 days before the deadline following our arrival in CH) and trully advise us vs our life plan and financial situation. Started the profesionnal relationship 2 years ago and definitely intend to keep it going. Thank you guys

    Gérome Deplano Avatar Gérome Deplano
    August 5, 2022

    Monfort explained me how the Swiss pension system works and provided great support for me to plan ahead for me and my family. I am very happy with the advice I received and highly recommend my advisor Scott.

    Elisa Sadakhom Avatar Elisa Sadakhom
    December 26, 2021

    I am very happy with the advice I have received from Monfort. All advice was given in a clear and understandable way.

    Luca Mosetti Avatar Luca Mosetti
    April 26, 2022
  • Very happy and satisfied with Monfort's guidance in financial planning in Switzerland.

    Andrés Jiménez Avatar Andrés Jiménez
    December 8, 2022

    very competent and well-informed about Swiss and EU regulations, very helpful financial planning

    Stefano Gallazzi Avatar Stefano Gallazzi
    December 26, 2021

    All advice was given in a clear and understandable way!

    Peter Zis Avatar Peter Zis
    December 1, 2022
  • The retirement calculations made me think about my future plans. I would happily recommend Monfort.

    Tanya Key Avatar Tanya Key
    January 26, 2022

    We are satisfied with the service we received, they solved all of our questions and their recommendations were aligned to our current situation and goals. They proved different alternatives and were transparent about the benefits and specifications of each one.

    Hayde Avatar Hayde
    July 26, 2022

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

    Desi Bichakova Avatar Desi Bichakova
    December 26, 2021

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.

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.

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

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

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.

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.

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

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