Who is the BS Analysis for?

The BS Analysis is for those who earn well and aspire to more. Typically, they earn over 80K CHF per year, enjoy Swiss urban life, and are between 25 and 45 years old.
You treat yourself to weekends in Verbier and memorable vacations in Bali, but you're also looking to invest wisely.
You're considering starting a family, acquiring real estate, while wanting to fully enjoy life without sacrificing your travels or pleasures. Financially, you feel you've made wise choices, but you wonder if every opportunity has been seized to optimize your wealth.
Does this resonate with you?
THE BS ANALYSIS
A 360° analysis of your situation
We offer you a comprehensive analysis that covers all financial, tax, social, and estate aspects of your situation.
Together, we identify your opportunities and build a tailored strategy that will allow you to achieve your goals, protect your wealth, and provide you with a clear and complete vision of your situation.
Stage 01
The Beginning...
After purchasing the BS analysis, the journey starts with collecting essential documents to create your profile in our software.
This process allows for an accurate tax analysis and a thorough understanding of your financial situation.


Stage 02
Establishing Your Starting Point
We meticulously examine your current situation.
During your first meeting, whether in person or virtual, your advisor will present your detailed analysis. This is when we clearly identify gaps and possible optimizations.
Stage 03
Determining Your Financial Goals
Next, define your desired financial future.
Your advisor develops a concrete plan on how to save each month, recommendations for your investment choices, and the best debt repayment strategies. We guide you towards new horizons, for a rich and fulfilling life.


Stage 04
The Outcome...
Once the various actions are implemented, you will have a clear vision of how your money is working efficiently for you. Beyond the financial education gained, leave with a precise understanding of the impact of your income when used with intention.
Here's how to start spending without guilt.
Bonus
After your BS Analysis, enjoy comprehensive support with our BS Management service. Customized advice, adjustments according to the evolution of your situation, and tax optimization to boost your finances throughout the year.
What is your definition of financial freedom?
At Boillat & Signoretti Consulting, we propel our clients towards the realization of their personal ambitions, such as:
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Purchasing a primary (or secondary) residence
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Capitalization for a serene and comfortable retirement
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Achieving financial independence as early as possible
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The financial protection of one's family and children.
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Creating passive income
By developing your financial plan now, you ensure that you can more easily achieve your goals, giving priority to your current desires, thereby facilitating financial decision-making.

FINANCIAL PLANNING
Our BS Analysis provides an overview of your finances, covering the following aspects:
Goals
From assessing your real estate purchasing power, planning your travels, to anticipating the acquisition of your future car while securing your retirement.
Investment
Investing strategically is not at all like playing a game of chance; it should match your goals, whether you are a novice or experienced.
Insurance
Choosing the right protection, eliminating unnecessary offers, for coverage tailored to your real needs.
Taxes
Optimizing your tax contributions while avoiding the unpleasant surprises of unforeseen taxation.
Inheritance
Wisely managing an inheritance or unexpected gain, aligned with your aspirations and goals.
Savings
Setting up an efficient saving strategy, automating your finances for worry-free savings and guilt-free spending.
Passive Income
One of the ways to grow your money is to create additional sources of income.
Family Planning
Anticipating costs related to expanding your family, from birth to education.
Retirement
Designing a retirement that suits you. Interested in sabbaticals? Taking a very early retirement? Not working beyond 65? We have the experience and solutions.
Estate Planning
Planning your estate now to secure the future of your loved ones and ensure a smooth transition of your wealth.
MODERN TAX ADVICE
Boillat & Signoretti Consulting is an independent trust company (not affiliated with a bank or insurance) which means our sole priority is serving your interests.
Unlike financial product representatives, who highlight the benefits of their offers, we commit to providing unbiased advice tailored to your unique situation.
We believe investment should:
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Help you achieve your goals
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Be initiated with prior financial planning
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To be structured around a strategy tailored to your investor profile.