Thank you
for your inquiry
on comparis.ch
We appreciate your interest in an impartial financial planning consultation. As a FINMA-regulated and FinSA-certified company, we are proud to collaborate with Comparis to provide unparalleled service.
Discover an overview of our expertise areas below, along with the option to instantly schedule a virtual appointment with us. Our straightforward process starts with assessing your needs, followed by a consultation where we present a provider comparison tailored to your needs.
We’re here to assist you every step of the way. Don’t hesitate to take the next step and book your consultation now.
Our services
Pension Planning
Pillar 3a/3b
Disability pension
Life Insurance
Vested Benefits
Tax Optimization
How we work
1. Understand your situation
We understand that financial and pension planning is not one-size-fits all. During the initial consultation, we take the time to understand your individual situation, your preferences, wishes and goals. Our virtual approach ensures you can conveniently complete all steps from home.
2. Create your plan
While considering your overall situation, our advisor will start creating solutions and strategies that help you reach your goals. Our numerous partnerships allow us to choose from a variety of offers and providers. This empowers us to offer you unbiased advice tailored precisely to your needs.
3. Discussing and executing your plan
In a follow-up meeting our financial planner will present you with a comparison of solutions, actionable advice and ideas that make sense for you. Once you’re satisfied that our proposed solutions are sound and suitable, we can start implementing them with you.
4. Reviewing and Revising
We create plans and solutions around your needs and wishes. However, circumstances or goals may change. In this case, we’ll work with you to adjust your financial plan.
Tomorrow's peace beginns with today's planning.
Managing Director | Founder
Severin Leuzinger
Our roots & passion
With a wealth of experience in the financial services industry, we bring together a deep understanding of both banking and insurance services.
Our goal is simple: to make financial planning accessible to everyone, to address the lack of clarity in pension, insurance and brokerage services, to offer transparent comparisons of providers and offers, to deliver personalized solutions.
What you can count on
We safeguard our clients’ interests and remain dedicated to delivering independent advice. That’s why we collaborate with an extensive network of partners to secure the best possible solution for our clients.
You will always receive a one-to-one comparison of the various providers, highlighting the best price-performance ratio. Our consultation is free of charge for you.
Integrity
Excellence
