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Finanz Fuchs

Optimize taxes. Order insurance.Both partners, one view.

Tax planning, Pillar 3a optimization, mortgage, and family insurance, in one conversation, without jargon.

What's really there to save

Childcare deductions, property maintenance, Pillar 3a contributions. What families can actually save in taxes, calculated concretely in Swiss francs, not percentages.

Insurance without sales pressure

Health insurance, household, risk life. What you really need, what overlaps, what you can cancel. FINMA-regulated, commission compensation disclosed.

A budget that adds up

Income, fixed costs and reserves for childcare, taxes and the unexpected. We plan your family budget so you reach month's end without question marks.

What we cover

Three areas that recur in every family situation. No overloaded service list, no packages.

Tax return with all deductions

Childcare, continuing education, property maintenance, health insurance deductibles. The deductions that often fall through the cracks for families, Finanz Fuchs pulls out of your return.

Insurance, honestly sorted

Health insurance reviewed annually, household and liability without double coverage, risk life only where needed.

Pillar 3a, also retroactively from 2026

Pillar 3a contributions are the most important tax lever for families. Since 2026, gaps from the past ten years can be made up. The calculator shows what's worth it, Finanz Fuchs clarifies the strategy.

Transparent

Tax return pricing

Fixed base prices, transparent. Additional items depending on your situation.

Individual
CHF 85
Family
CHF 120
Per property
CHF 30
Securities (shares, funds, etc.)
CHF 40 / 5 holdings
Self-employed
by arrangement
Optimal complement

Sit down together once a year

One fixed window per year where Finanz Fuchs walks through what's coming with you both. Tax return, childcare deductions, insurance, Pillar 3a. Documented in writing in the portal so you know next year where you left off. No surprises in March.

Jan
Annual conversationbefore the tax return
Mar
Tax return submittedfinished and clean
Aug
Childcare receipts sortedfor the semester
Oct
Health insurance premiumsreview before switch deadline
Nov
Pillar 3a depositbefore year end
Tool

Close Pillar 3a gaps retroactively from 2026

Since 2026 you can catch up on contribution years up to ten years back. The Pillar 3a catch-up calculator shows what makes sense.

To the Pillar 3a calculator

Frequently asked by families

What parents usually want to know before the first conversation.

Book a consultation

30 minutes, non-binding, no contract signing on the phone.