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Insurance, Taxes and Finances effectively optimized

On this page we have summarised the most important things about insurance for you. Financial security means maintaining it. We show you how to get through life safely. We independently provide the most suitable, best and most effective products and help you with taxes and premium deductions. Effective insurance means securing the important things in life and not having to pay unnecessary premiums. 

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Insurance offer

All insurance policies can put a massive strain on your household budget. Make sure you are properly insured for such cases: good, but only what is necessary. We work with the leading insurance companies and help you find the most effective insurance solution.

home contents insurance, building and water damage

A fire breaks out in your house or apartment or you suffer water damage. Thieves help themselves while you are away and steal your belongings. With optimized home contents insurance, such damage is covered.

home

car insurance

When you are out and about in your car, how quickly can you find yourself involved in an accident through no fault of your own? You suffer property damage from hail or falling rocks, or your vehicle is stolen.

private liability and legal protection

You unexpectedly find yourself in a legal dispute with authorities, administrations, employers, other road users, in public transport, etc. Private liability insurance and legal protection are voluntary insurance policies that protect you from damage in such situations and cover the costs of enforcing your rights.

health insurance and health insurance

An illness or an accident can put a heavy strain on your finances. Be it for treatment costs, medication, emergency transport or even possible loss of wages. Do you prefer alternative treatment methods that are not or only partially covered by basic insurance? With the right insurance, you no longer have to think about the financial consequences and can use the money you have earned for other things. We will help you find the most effective health insurance that is tailored to your needs.

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SimpleFinance by SimpleTax

Your contact for finances and taxes related to your home

LUIGI MIGGIANO 

Partner Finance & Investment
business economist

VBV FINMA Reg. No. 26010

MAURO PAMATO 

Insurance advisor VBV

STEPHAN NIGGLI

tax returns of natural persons and tax planning

Dipl. Natw. ETH

services

  • The specialists at SimpleFinance by SimpleTax We independently select the most suitable and best financial and insurance products for you from a wide range. We always bill our services transparently.    
  • You can find us in 6 regions in the cantons ZH /AG: Dübendorf / Stettbach (City of Zurich, See), Bülach (Zurich, Kloten, Weinland), Regensdorf (Zurich Unterland), Winterthur, Wetzikon (Zurich Oberland), Baden/Wettingen/Lenzburg
  • Satisfying our new and regular customers every year is our motivation. As independent companies You, as our customer, are our focus.
  • With our financial partners we will find the best, but also individual solution for you. Buying and financing a home requires considering all aspects: contract, mortgage, tax planning, insurance and pension provision.  

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Things to Know About Insurance

In our blog we regularly publish articles from our consultants on all topics related to taxes, pensions, home ownership and insurance.

November 7, 2024

Pillar 3a: Maximum tax deductions in 2025

Tax deduction for the 3rd pillar in 2025 Pillar 3a supplements the AHV and the BVG. Payments into an account or into a pillar 3a insurance can be deducted from taxes. For the 3rd pillar in 2025, the maximum amount is 7 francs for employees. Double tax deduction from 258 If there were contribution gaps in previous years ...

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January 15, 2023

SimpleFinance launch: SimpleTax offers simple financial advice

Press release Dübendorf, 1 February 2023: For over 20 years, SimpleTax Tax services at fair prices in Switzerland. With clients ranging from working people and pensioners to expats, the Swiss company has established itself as one of the largest experts in the field of tax consulting. The company now offers SimpleTax also offers straightforward, holistic financial advice. ...

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December 30, 2022

Tax and Financial Planning 2024

Financial planning is the basis for saving taxes. It is based on the individual life situation and the goals set. From this, you can easily derive a tax plan that saves a lot of money and avoids mistakes that cannot be corrected later. The tax and financial planning annual calendar and dates for the tax return (short term) Every year the ...

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