Financial Services

It’s never too early or too late to start planning ahead! We can help you plan your investments, protect your assets, and retire more comfortably. Our honest advice will help you choose the options that make the most sense for you both now and in the future.

At Monfort International we specialize in providing advice specifically designed to allow our clients to achieve their financial goals. Our clients will work with their own adviser to develop and implement a financial plan, which will demonstrate how efficient financial planning can achieve financial success.

Your adviser will get to know your current financial circumstances and future objectives before creating a plan. Once the plan is in place we will offer on-going advice to ensure that you know which options are available in order to achieve your financial goals.

For a free initial consultation with a Montfort International advisor please click here.

 

 

“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.

thumb Hayde
July 24, 2022

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