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Our services
Complete and specialized expertise
Tax optimization
Personalised tax strategies to reduce your tax bill. Fully compliant with Swiss law
Financial planning
A clear plan for savings, investments and major life decisions. Built around your goals.
Retirement planning
Make the most of your pension system (2nd & 3rd pillars) and prepare for retirement with clarity.
Financial planning
Definition of a roadmap to achieve your financial goals.
Client reviews
Thierry DoyeDecember 5, 2023 So respect I called him and called, and in 1 minute I got advice that saved me 6000 chf on my taxes, serious and very pleasant on the phone, don't hesitate to contact them and what's more it cost me nothing so frankly what a nice surprise. I highly recommend Laurence MartinNovember 19, 2023 We found professionals who listened to our questions. The answers were clear and understandable while remaining impartial. In addition, it reassured us and allows us to project ourselves with more serenity into the future. We will not fail to call on them if our situation changes. Patrick HeardOctober 17, 2023 Excellent service. Listening and quickly understanding the situation. Nicolas JimenezOctober 13, 2023 Very professional, friendly and courteous, a pleasure to have them as advisors. Very professional, friendly and courteous, a pleasure to have them as advisors. Mathieu AstranskasOctober 3, 2023 I highly recommend Suzi and Marco! Thank you again for your professionalism, your wise advice and your responsiveness. taha elgrainiSeptember 29, 2023 Experienced and attentive. I highly recommend Marco and Suzi who provided me with concrete advice. TereSeptember 27, 2023 Listening, professional partners who bring clarity to the fog of foresight. Our questions are handled with patience and efficiency. A worthwhile investment, to recommend without hesitation. Anne JobinSeptember 24, 2023 We wanted, 8 years before our retirement, to have an overview of our assets under different scenarios. We particularly appreciated the skills and professionalism of Suzi Guignard who carried out a complete study of our future financial situation, which allowed us to make certain arrangements in advance. We recommend this company to anyone who needs skills for a neutral financial analysis of their assets. Andrea CaputoJune 1, 2023 I expected a seminar held by Impact Financial Engineering and I was carefully impressed by their ability to treat complex financial topics in an easygoing and very clear and "to the point" manner. I can honestly say that I came out of the talk understanding a lot more about the finesses of the Swiss pension schemes (AVS, LPP, 3rd pillar) and of the numerous possibilities to craft personalized schemes in this critical financial planning area. Iso ArduiniOctober 21, 2022 Valuable and relevant advice with a kind and warm welcome. THANKS!
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