Free Financial Plan

Over the past decade we have proudly built we up a client base in many of the world’s leading multinational corporations. One of the most common themes we see is that people neglect what is happening with their personal finances. This is because people are busy doing their jobs, hitting deadlines and progressing their careers.

At Monfort International we fully understand the importance of planning for the future of our clients and their families. We believe everybody should have a clear understanding of where their financial journey will take them.

We offer all potential clients a bespoke, tailored financial plan that will include a full financial review of your current situation and our recommendations to achieving financial freedom.

Our service is provided at absolutely no monetary cost and hopefully this process will make you think about what is happening with your money regardless of if you choose to become a client or not.

This will allow you to have the peace of mind and understanding of what the future holds for you and your family and the route we believe will help you reach your goals for the short, medium, and long-term.

 

Please use the contact box for your free no obligation consultation process.

 

“Achieving your financial goals through the successful management of your finances”

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

thumb Rafael Murbach
July 3, 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.

thumb Gabor Nemeth
December 1, 2021

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!

thumb Marcel Hi
May 1, 2022