About us
Your trusted financial partner in Switzerland
MONTCLAIRE FINANCE is a modern insurance and financial advisory company based in Birsfelden, near Basel. We help you optimise your financial situation, build wealth and protect it for the long term.
Our mission
Optimising your financial future
MONTCLAIRE FINANCE GmbH stands for personal support and sustainable solutions for private and corporate clients throughout Switzerland. Our goal: to improve your financial situation, build your wealth in a targeted way and strengthen your security for the long term.
To do so, we rely on holistic advice that takes all the important areas into account – from retirement provision and insurance to taxes and financing.
Our core values
The values that guide us
At MONTCLAIRE FINANCE, our values are at the heart of everything we do.
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Trust
A long-term client relationship can only grow from mutual trust and honesty.
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Transparency
Our advice is clear, understandable and easy to follow – without jargon.
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Reliability
We support you over the long term and assist you with all important financial decisions.
Our added value
Flexible advice throughout Switzerland
What sets MONTCLAIRE FINANCE apart: we advise you anywhere in Switzerland – online thanks to modern digital tools, or in person, just as you prefer. So you receive the best possible service, wherever you are.
And in your language. We advise you in:
- German
- Italian
- French
- English
- Spanish
- Portuguese
- Arabic
Get to know us
Simone Callari
Financial Adviser, IAF Diploma · Founder and Managing Director
Simone Callari has solid experience in banking and insurance advice and specialised early on in financial advice, retirement planning and insurance solutions.
With more than ten years of experience in the financial sector, he supports private individuals and companies with their financial decisions and with developing sustainable strategies for wealth building, retirement provision and financing.
Next step
Let’s get acquainted
In a personal meeting – in the Basel region or online – we will find out together how best to support you.