SimpleFinance

Financial services

We are often asked at Simpletax whether taxes could be better optimized. This is usually driven by events such as marriage, children, buying a home, retirement planning or starting a business. However, many people are not sure whether these steps are possible, what the financial and tax consequences are, and what the right measures are.

If this question is clarified in the annual meeting with Simpletax tax consultants, it is often found that these measures can hardly be implemented well without financial professionals and require a lot of specialist knowledge, which in turn can be expensive. In the interests of simple services at clear, mostly fixed target prices, we have set out to find partners who can offer exactly that – and that is Simplefinance.

Such financial services are, for example

Pension advice, i.e. clarification of the entire retirement pension, financial security in the event of sudden incapacity to work due to illness or accident
Search for the optimal, low health insurance premium
Answering the question of whether self-employment requires the establishment of a company, what form this should take and how it can save taxes
Long-term tax planning and variant comparisons
Estimating the tax consequences of selling your home

Depending on the type of service, we offer free initial consultations, indicative or fixed prices for defined services, as well as further advice. You can find the entire list and more information on the individual subject areas.

The SimpleFinance concept

Just as SimpleTax provides tax services, SimpleFinance helps you to manage your pension, insurance and home financing quickly and optimally.

Pension advice and financial planning

Tax and financial services for real estate

Insurance and health insurance

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Taxes and finances

Taxes are of particular concern to us, which is why all our SimpleFinance partners always coordinate their recommendations with the long-term tax consequences.

We always keep abreast of the cantons in which legal changes are being implemented and which procedures and deadlines need to be observed. Here you will find a collection of tips and news for some cantons.