Wealth & retirement
Build wealth in a targeted way and secure your future: with financial planning, pillar 3a and forward-looking retirement planning.
Learn more: Wealth & retirement
Financial advice · Basel region
The new generation of financial advice
Individual solutions for your wealth, retirement provision and financial security – personal, transparent and easy to understand. At your place or online.
Financial Adviser, IAF DiplomaRecognised expertise
Advice in 7 languagesDE · IT · FR · EN · ES · PT · AR
In person & onlineWhatever suits you best
Active throughout SwitzerlandBased in the Basel region
Our services
Your finances – the big picture
Insurance, retirement provision, taxes and financing are closely linked. We keep the big picture in view and find solutions that fit your situation – for private individuals and companies.
Taxes
Professional support with your tax return, plus advice on tax optimisation and a tax strategy that pays off in the long run.
Learn more: TaxesInsurance
Optimise your existing policies and protect your family, income and assets in a targeted way – without gaps or duplicate premiums.
Learn more: InsuranceFinancing
Tailor-made solutions for mortgages and personal loans – clearly explained and matched to your plans.
Learn more: FinancingOur values
What you can rely on
Our mission: to optimise your financial future – with personal advice, long-term support and holistic solutions.
More about us-
Trust
A long-term client relationship can only grow from mutual trust and honesty. Every consultation we give is built on this.
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Transparency
Clear, understandable advice without jargon. You always know what we recommend – and why.
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Reliability
We support you over the long term: not just when you sign, but at every stage of life.
Your contact
Simone Callari
Financial Adviser, IAF Diploma · Founder
With more than ten years of experience in the financial sector, Simone Callari supports private individuals and companies in all matters of financial advice, retirement planning and insurance solutions.
Our commitment: financial advice that is understandable, honest and personal – in your language and at your pace.
Partners
Strong partners at our side
We work with selected companies to create synergies and build lasting partnerships.
Contact
Let’s talk about your goals
Book an appointment – in person in the Basel region or conveniently online. We advise you in German, Italian, French, English, Spanish, Portuguese and Arabic.
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Opening hours Monday to Friday: 09:00 – 17:00
Saturday and Sunday: closed -
Phone+41 76 480 46 66
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Emailinfo@montclaire.ch
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WhatsAppMessage us on WhatsApp