Retirement Realities You Need to Plan For Now
July 1, 2022
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I really enjoyed the professionalism and good advice from Monfort.
Francesco BrancatiThey break down financial advise in a simple and easy to understand manner, i have had very professional yet personalized interactions. i am very happy with the services from Monfort.
Vineet NangiaGreat support and I would happily recommend Monfort.
Cristina Varela CallejaEasy to talk to and totally professional team. Highly recommend them
Ravinder SinghI 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 DeplanoGood use of time, definitely recommended. The retirement calculations made me think about my future plans.
Mukul Badoniaalways the best financial advice!
Virginia HerreraAll advice was given in a clear and understandable way!
Peter ZisAlways a nice instructive chat with good personalized advices for everyone.
Marcel KompterGood overview of Swiss pension and investment system and future plan advices!
Rafael MurbachProfessional and customer centric service
Andrea CenaVery happy and satisfied with Monfort's guidance in financial planning in Switzerland.
Andrés JiménezIn 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.
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
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.
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.
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.
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.
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 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.
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