Financial Planning

Insurance Services

Investments

Swiss Pensions

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.… Read more “I have been working with Monfort since 2015.”

Ignacio Mochales Cuesta

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 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

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

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
  • Good overview of Swiss pension and investment system and future plan advices!

    thumb Rafael Murbach
    July 3, 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... read more

    thumb Marcel Hi
    May 1, 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... read more

    thumb Hayde
    July 24, 2022
  • Professional and customer centric service

    thumb Andrea Cena
    May 1, 2022

    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... read more

    thumb Gabor Nemeth
    December 1, 2021

    Always a nice instructive chat with good personalized advices for everyone.

    thumb Marcel Kompter
    May 1, 2022
  • I am very happy with the advice I have received from Monfort. All advice was given in a clear and understandable way.

    thumb Luca Mosetti
    May 1, 2022

Our Financial Planning Process

Our Process

The Financial Planning Process.

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.

Introduction

Video Call 1 - 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

Information

Video Call 2 - Information Gathering

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.

Presentation

Video Call 3 - Presentation 

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.

Recommendations

Video Call 4 – 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.

Q & A

Video Call 5 - Questions and Answers

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.