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BS Analysis

Custom
Financial planning

Work with an advisor from Boillat & Signoretti Consulting to realize your dreams, enrich your financial knowledge, and develop a strategy to optimize the return on your money.

 

Leave with answers to all your questions – including those you hadn't thought of.

Who is the BS Analysis for?

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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?

Aspire to excel in tomorrow's financial world ?

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.

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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.

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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:

  • Purchasing a primary (or secondary) residence

 

  • Capitalization for a serene and comfortable retirement

 

  • Achieving financial independence as early as possible

  • The financial protection of one's family and children.

  • 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.

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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:

  • Help you achieve your goals

  • Be initiated with prior financial planning

  • To be structured around a strategy tailored to your investor profile.

Dream big, let us handle the "how"

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