Budget consulting

Budget advice reduces financial uncertainties

A new life situation changes your financial circumstances. Budget advice helps you to keep an overview and avoid surprises.

What do I need to budget my living expenses?

Current and expected income and expenditure must be recorded for private budget planning. We will be happy to provide you with a budget template for your details and will be happy to answer any questions you may have.

How do I ensure solvency, e.g. in the event of an accident?

As a first step, check the cover provided by your social insurance. Based on any gaps in cover, you can decide whether you need supplementary insurance. We will be happy to help you with any questions and the necessary calculations.

What powers of attorney do we need in the family for unforeseen events?

You should draw up an advance care directive, a living will and the corresponding bank powers of attorney.

Are you interested in our services?

Find a contact person nearby!

Anita Agner

Senior Consultant Payroll and Personnel Administration

Swiss Certified Chartered Specialist in Accounting and Financial Management

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