Starter
Essential Wealth Plan
Get started with basic financial advice and tools.
CHF 150.00
Initial financial assessment
Personalized budget plan
Access to online resources
Email support
Affordable Options
Pricing That Works for You
Invest in your future with our competitive pricing.
Transparent pricing with no hidden fees.
Customized services to fit your financial journey.
Commitment to long-term financial growth.
Affordable options
Choose Your Plan
Tailored financial guidance for your needs
Expert financial advice tailored to you
Proven strategies for wealth growth
Transparent pricing with no hidden fees
Essential Wealth Plan
Comprehensive Wealth Plan
Exclusive Wealth Plan
Price
CHF 150.00
CHF 300.00
CHF 600.00
Billing
per visit
per visit
per visit
Highlights
Initial financial assessment
All Starter features
All Popular features
Best for
Get started with basic financial advice and tools.
Gain deeper insights and strategies for your finances.
Receive personalized financial management and advisory.
Affordable options
Choose Your Plan
Tailored financial guidance for your needs
Most Popular
Popular
Comprehensive Wealth Plan
Gain deeper insights and strategies for your finances.
CHF 300.00
All Starter features
Investment strategy session
Quarterly financial reviews
Priority email support
Premium
Exclusive Wealth Plan
Receive personalized financial management and advisory.
CHF 600.00
All Popular features
Dedicated financial advisor
Monthly performance tracking
Unlimited support
Common Questions
Pricing FAQ
Find answers to your pricing inquiries.
Our pricing is structured to align with your financial goals, ensuring value and transparency.
We offer flexible plans designed for individuals and families, catering to various financial needs.
Clients can expect a detailed breakdown of costs during their initial consultation.
Our services are focused on long-term growth, with fees reflecting the value of personalized strategies.
Reach out to learn more about our pricing and services tailored to your financial aspirations.
We're here to help you understand our pricing structure.