Retirement Realities You Need to Plan For Now
July 1, 2022
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They 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 NangiaI 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 Emilianvery competent and well-informed about Swiss and EU regulations, very helpful financial planning
Stefano GallazziAlways a nice instructive chat with good personalized advices for everyone.
Marcel KompterWe 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.
Haydealways the best financial advice!
Virginia HerreraGreat support and I would happily recommend Monfort.
Cristina Varela CallejaMonfort 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 HiI am very happy with the advice I have received from Monfort. All advice was given in a clear and understandable way.
Luca MosettiAll advice was given in a clear and understandable way.
Bruna MendesProfessional, friendly and very knowledgable. I would recommend to any expat in Switzerland!
Desi BichakovaGood overview of Swiss pension and investment system and future plan advices!
Rafael MurbachIn 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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