We advise and help you in securing your family, your home and your financial safety, now and for the future.
We provide services for the Swiss, the cross-borders and the international community in French speaking Switzerland and in neighbouring France
We’re independent and unbiased, due to a wide variety of partners in banks, insurance companies and other financial institutions.
Helvetia International
Financial Competence Center
Helvetia International SA, established in 2008, is a financial and insurance competence center with its core business in property financing, retirement planning, tax optimization and insurances. The company provides advisory services and solutions offered by internal and external experts for the Swiss, the cross-borders and the international community in French speaking Switzerland and in neighbouring France.
Founder & Senior Advisor
40 years of International and Swiss experience in the financial sector
Mob.+41 79 702 53 10
sf@helvetiainternational.com
Estate planning
All of us will during our life be confronted with financial decisions regarding our family life and we will all,... Read More →
Investment advisory & planning
If you are seeking advice on investments, there is no shortage of those willing to advise. Sometimes it may work... Read More →
Property (re)financing, also for non-residents
For you, living in Switzerland, we would like to emphasize the importance to talk to an expert for your property financing.... Read More →
Retirement planning
One should start to think about retirement the moment one starts to work, but being young there are so many... Read More →
Tax optimization & declaration
Taxes, no way around it…it’s a word that engages all of us…like it or not! Of course we have to... Read More →
Insurances: individual, corporate, international
Insurances, most people don’t want to talk about it, let alone paying for it…..but reality is cruel, we need them!... Read More →