These days, a lot of things revolve around the latest app, another digital gadget or the next online tool. We offer our customers personalised, straightforward and honest advice without losing sight of the essentials. At the same time, we use state-of-the-art technology to optimally cover individual needs and make our work as efficient as possible.
FINBERG AG attaches great importance to ensuring that qualities such as mutual trust, openness and transparency come first every day. Because this is the key to a successful and long-lasting cooperation.
As an independent service provider, we work on a fee basis and can therefore provide you with optimal support. Moreover, a financial planner is no substitute for a notary or lawyer. We know our competences and know which experts need to be consulted when to ensure that the end result is right.
Financial planner with federal certificate of proficiency
To ensure that we can always make a high quality promise to our customers, we attend several further training courses, seminars on current events or changes in the law and refresher courses every year.
In addition to FINMA (Swiss Financial Market Supervisory Authority), we are also affiliated with the following institutions and associations:
Below you will find templates, checklists as well as readings on current events or changes in the law.
You can find more interesting reports under the guidebook.
Do you have any further questions on these topics? We are at your disposal and look forward to hearing from you.
