Swissential SA Avaliações 

Gaétan Proffit provided me with excellent guidance and important information, helping me a lot with understanding the Swiss system better and making informed decisions. He is always just an email or call away, very proactive, quick to respond and moreover a very nice person.

Concluding: I can only recommend his service.

James assisted me with the management of my second pillar occupational pension when I retired.
I was walked through all the options available, there was no pressure and the approach was entirely professional. James’s knowledge of the pension’s arena helped me make the right decisions and the transfer into the scheme was efficient and painless.
Since joining the scheme James has provided updates and advice, not just on the pension but associated financial matters as well.
From my experience I can recommend having a pension discussion with James and Swissessential SA

Michael Malone

I work in the HR team of a small and recently founded Swiss company in the tech industry. Jonathan from Swissential took the time to listen to our objectives as well as to review a list of our current benefits, before providing valuable insight into what route we should go down in terms of making our benefits package more attractive. This will enable us to remain competitive and enhance our position as an attractive employer.

Stephen was absolutely excellent. He was always extremely professional, giving good advice and helped me with more than I could have hope for. His communication was clear and he always gave swift replies to any questions. I wouldn’t hesitate to recommend Swissential.

I am pleased to write this recommendation for Valerio. I have had the pleasure of working with him as his client in last 3 years. Throughout this time he has consistently demonstrated exceptional skills and professionalism.

Valerio has an impressive ability to build strong client relationships. One of the most outstanding qualities is his strong attention to details. He approaches every task with diligence and determination, often going above and beyond expectations to deliver high-quality results.

In addition to technical expertise Valerio is a fantastic communicator and collaborator, always worked effectively with me. He is also highly adaptable, thriving in dynamic environments and handling challenges with a positive attitude and professionalism.

I have no doubt that Valerio would be an asset to any organization, and I strongly recommend him for any future opportunity.

Conosco Valerio da più di 8 anni e la sua professionalità, presenza e dedizione mi hanno aiutato molto nel sistemarmi in Svizzera. Inoltre è una persona molto piacevole con cui parlare e scambiarsi idee. Consiglio vivamente ti prendere contatto e di potersi fidare di lui.

Extremely competent and supportive.
Since the beginning of the process I received full support in each phase.
Very fast response in case of any issue.
I can just strongly recommend them.

This time I decided to withdraw a significant portion of my funds to use it somewhere else. Even if I closed one of my Swissential services, my consultant, Christopher, gave me good advises on how I can wisely handle it. i much appreciate such friendly and super professional attitude. I can highly recommend him and I plan to discuss some other investment with him soon.

I received excellent service from Gaetan Proffit. I was able to reach my targets within very short time with his proactive and prompt actions.

Swissential provided exceptional financial planning services. Jon, my advisor, is incredibly knowledgeable about the Swiss system and offered clear, honest guidance. His expertise and excellent customer service made the entire process smooth and easy to understand. And fun. I highly recommend Swissential.

great and professional team

We are very happy with Jonathan's service. We had several sessions with him, he was always kind and patient on answering all the questions we had.

I highly recommend working with Swissential and Jonathan. I have been working with Jonathan for the last 4 years and he has always been available for me with great perspectives on any financial investment decision along with Swiss tax and pension systems, he also provided a lot of support when i was buying my first property in Switzerland.

Ich wurde sehr umfangreich und professionell beraten, es wurde auf alle meine Fragen eingegangen. Ich kann daher eine klare Empfehlung aussprechen, sich finanziell im Hinblick auf Vorsorgeplanung von Swissential beraten zu lassen.

I liked proactive but respectful way of contacting me to present the services and then analysing possible ways of collaborating based on my current situation

James came highly recommended to me and I can understand why.
James has been extremely supportive in understanding my financial position and walking me through options on my Swiss pension while moving back to the UK. In addition, I am grateful for the ad-hoc support, detailed explanations and quick replies James provides.

I can only recommend working with Jonathan from Swissential SA and I am not surprised at all to see so many good recommendations.
We worked with Jonathan to reassess our choices, make some key decisions & plan better our long-term dreams.
Jonathan was not the first advisor we worked with, and it was great to see how a good consultant can make a difference.
What we liked the most: he listens, he debates with you, he offers options, he thinks what is best for your personnal situation (vs try to sell you a one size fits all), he is very available for ad-hoc requests, he makes your life easier logistically (meetings, documents to sign, ...) he strikes a great balance between ambitious but realistic - which was perfect for us.
And he is always smiling and with his positive vibe.
Now Jonathan is really part of our life :)

Jonathan has an impressive wealth of knowledge of financial products, swiss taxes, and the Swiss pension scheme.

He's always capable of simplifying decisions by providing tangible examples of how to think about investment choices. He has developed a very structured approach that facilitates your personal financial assessment, which then turns into a very actionable discussion about goal definitions.

Last, I would say he's extraordinary. You can consult him for any advice, and he always shows a genuine will to offer help.

I am so thankful to have met James O’Brien as my advisor! He is very professional and reliable , always giving me as much information as possible , answering every type of question about Swiss rules and laws from pension to house investing and many other considerations for my future financial state . With high insight I didn’t realise how important it can be in knowing all the options . He transferred my private company pension when I left the company . I don’t know how I would have done this without him. Even if you don’t have any changes in your professional life it is best to engage them early in the process to avoid future mistakes . I also recommended James to a friend and she was extremely impressed ! Thank you to my advisor !

Jon is a great consultant; he is very clear on the strategies, and he gives very good advice, he also listens my needs and adapt the plan for it. the team is well organized, and all documentation / mailing is also very efficient.