Who is wealth planning at Finanz Fuchs for?

For anyone who takes responsibility for their finances and wants structured support. Employees, executives, dual-earners, partly retired, self-employed, leadership roles. What matters is not the job or income level but the attitude: you want to understand your taxes and retirement planning and run them properly, not delegate to product salespeople.

What does collaboration cost?

The first conversation is free and non-binding. The prices for the tax return are listed transparently above. For ongoing support there is an annual mandate, agreed in writing, scope tailored to your situation. No hidden additional costs.

How is data protection handled?

All documents are stored encrypted in the portal, access only by you and Finanz Fuchs. Detailed information on data processing at the upload point and in the privacy policy.

Nordend

Dufourspitze

Signalkuppe

Lyskamm

For people who shape wealth deliberately

Your finances.Calmly led, consistently accompanied.

Long-term tax and retirement planning for individuals who want their finances accompanied with structure. Whether employee, executive, partly retired, dual-earner, self-employed, or leadership.

Book a consultation

Structure over gut feeling

We build a long-term financial architecture, taxes, retirement, insurance, wealth, and keep it aligned.

Discreet, continuous

One fixed contact. No rotating advisors, no off-the-shelf answers.

Non-tied advice

One contact person, no sales incentives.

What we cover

Tax advice and optimization

Tax return prepared cleanly, deductions used, retirement decisions calculated for tax effect. Correspondence with the tax office as needed.

Personal tax returns
Pillar 3a optimization
Wealth-tax planning
Tax-office correspondence

Retirement planning

Retirement planning with numbers, not just intuition. Pillar 3a, BVG buy-ins, early retirement, capital versus pension.

Retirement scenarios
BVG buy-in strategy
Pillar 3a accumulation and withdrawal
Capital versus pension

Order your insurance

What you need, what you're double-insured for, what you can cancel without risk.

Health insurance comparison and switch
Household and liability insurance
Risk life insurance review
Commission disclosure under Art. 45b ISA

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

Annual check

One fixed window per year where Finanz Fuchs walks through your situation with you. What has changed, what's coming up, where to adjust before the tax return. Documented in writing in the portal so you know next year where you left off.

Jan

Annual checkbefore the tax return

Mar

Tax returnfinished and submitted

Oct

Health insurancepremiums review

Clear, no surprises.

Four steps from first contact to ongoing support. No funnel, no mandatory subscription.

First conversation

30 to 45 minutes, by phone or at your home. Finanz Fuchs listens, you ask questions. No documents needed.

Non-binding and free

Stocktaking

You upload your existing documents to the portal. Alternatively you can hand them in physically. Finanz Fuchs sorts, checks, notes gaps.

One to two weeks

Lay out the strategy

We lay out your strategy: budget, taxes and retirement planning in concert. Then we initiate the necessary steps and put in place the measures that make sense for you.

Strategy and implementation

Ongoing support

An annual mandate with a fixed check keeps your finances on track. Questions in between go via portal or phone. Scope agreed in writing, no subscription lock-in.

As long as it fits

What you'll want to know before we talk

What prospective clients usually want to know before the first conversation.

Get in touch

A sentence about your situation is enough. Finanz Fuchs will get back to you.