Choose language: EN
Book an appointment

Our services

Your finances in good hands

At MONTCLAIRE FINANCE, we are your trusted partner for finding your way through the complex world of insurance and finance. Discover how we help you reach your financial goals.

Laptop, smartphone and documents with charts on a desk

01

Wealth & retirement

We support private individuals and companies with holistic solutions in financial planning, wealth building and retirement provision – individually tailored to your personal and professional goals.

  • Personal financial planning and budget analysis
  • Pillar 3a – as a bank solution or insurance
  • Pension fund: planning purchases and withdrawals
  • Retirement planning with a clear roadmap
  • Strategies for building wealth over the long term
Arrange a consultation
Hands in front of a laptop showing financial data

02

Taxes

Professional support with your tax return, plus advice on tax optimisation and tax strategy – for private individuals and companies.

  • Tax returns for private individuals
  • Tax optimisation, e.g. with pillar 3a and pension fund purchases
  • Tax strategy for retirement, buying property or self-employment
  • Advice for companies and the self-employed
Arrange a consultation
Simone Callari in an advisory meeting with a client

03

Insurance

We optimise your insurance and find individual solutions to protect your family, your income and your assets.

  • Review of your existing insurance policies
  • Health insurance: basic and supplementary cover
  • Cover for incapacity to work and in the event of death
  • Property and liability insurance
  • Insurance solutions for companies
Arrange a consultation
Modern residential development seen from above

04

Financing

Tailor-made solutions for mortgages and personal loans – matched to the needs of private individuals and companies.

  • Mortgages for buying, building or renovating
  • Renewal and refinancing of existing mortgages
  • Affordability calculation and comparison of offers
  • Personal loans through an established partner

We arrange personal loans in cooperation with an established credit broker. Lending is prohibited if it leads to the consumer’s over-indebtedness (Art. 3 UCA).

Arrange a consultation

Personal advice

Which solution suits you?

Every situation is different. In a personal meeting, we analyse your starting point and show you concrete options.

Book an appointment +41 76 480 46 66