Montfort International is a Swiss regulated, well-established and truly independent online financial consultancy company.
Monfort International is a company built on the foundations of financial professionalism and a passion and for our client’s needs. With our extensive knowledge and experience we can offer a level of financial planning results that allow our clients to hit and exceed their financial goals. We help accomplish this though getting to know our client needs and understanding what they want to achieve.
Our company is committed to continuous training and education in order to improve our highest standard of qualification and knowledge for our team.
We provide independent advice meaning we work on behalf of our clients and not for any specific financial institution. Our advice is provided holistically on a complete range of financial services no matter how complex or simple your situation may be. The services we offer include insurance planning, tax optimization, property purchase, mortgages, investments, protection of assets and inheritance planning.
Together our aim is to create and implement a strategy with our clients that demonstrates the power of effective financial planning to achieve financial independence.
“Achieving your future goals through the successful management of your finances”
“Achieving your financial goals through the successful management of your finances”
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.
July 24, 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!
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 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.
December 1, 2021