Swissential SA Avaliações 

Jonathan is friendly and professional.
All questions are welcome and he takes the time to reply and explain.
I feel I can put a high level of trust and confidence in this relation, which is most important to me when it comes to finance.

Have been working together for a few years and very efficient and practical solutions and offerings.

Great service. I was sceptical at the beginning, but after few calls I learned a lot and I want to continue my work with Swissential.
I can recomend Christopher Cieslik, he explain me everything and answered all my questions.

Could not recommend Swissential SA more, excellent support, advice and service

I selected Swissential and worked with Jonathan Berrar after exploring other options. Jonathan is knowledgeable, experienced and professional. He provided valuable advice tailored to my situation and objectives. The administration process is smooth and efficient. I fully recommend Jonathan and his colleagues at Swissential.

Great experience all throughout. Jonathan guided me all throughout the process of understanding the Swiss tax system and provided wise advice on how to better optimize my taxes. I felt well accompanied and looked after at every moment, and their explanations were clear and transparent, even for a newbie like me.

Professional financial management as well as fast and friendly customer service.

Christopher has extensive knowledge, he gave me great answer on all my questions.

Excellent service - a bit more detail on the plans & setup is needed but all in all great partners!

Always is a pleasure to talk with Swissential, they solve all my doubts and clarify.
Is peace of mind to count with someone to call in case financial difficult decisions.

Mein Finanzberater war sehr bemüht, immer proaktiv und hat mir einen guten Überblick gegeben.

Ich fühle mich sehr gut betreut.

Great financial advice from Swissential - clear and pragmatic. Exactly what you need to know to navigate through the complexity of Swiss financial system. On top, excellent approach and professional treatment. I highly recommend them!

Have had a positive experience with Swissential, who helped me with moving my work pension into a vested benefit fund as I’d left Switzerland.
Dealing with James O’Brien has been brilliant. He’s patient, listens and then offers advice and action, and does what he says he’s going to do.
His advice has been spot on, and the process went through exactly as planned.
I haven’t dealt with many others in Swissential, but the back office functions seem to work well with them sending through confirmations and details once the process is kicked off.
in short, would I use them again? Yes, definitely and would insist on it being with Brian!

Very positive experience with the Swissential Team (Jonathan, Janeke) who have been advising me for about 3 years now about my personal finance in general, and my retirement savings in particular.
Their advice was extremely helpful to help me navigate through the specificity of the Swiss pension system and leverage the often missed optimisation opportunities it offers.
Thanks to them, I have really improved my understanding and the management of my long term finances. In particular I could really boost the return on my 2nd pillar pension fund, way beyond what a traditional second pillar offers.
In addition they also advised me on other complementary placements (3rd pillar, regular savings plan).
All in all, we have developed a consistent and comprehensive strategy for my long term personal finance that brings me confidence and serenity.

Swissential has been an invaluable resource in helping us navigate our financial planning. Nicolas Bounous expertise and genuine care for our financial well-being have made a significant difference. Nicolas takes the time to understand our unique situation and provides tailored advice that is both insightful and practical.

What sets Nicolas apart is his professionalism combined with a personal touch. He is always available to answer questions and offer guidance, ensuring that you feel supported throughout the process. We particularly appreciated his thoughtful approach and the way he made complex financial concepts easy to understand.

I highly recommend Swissential to anyone looking for a financial advisor who not only understands the intricacies of finance but also cares about his clients’ long-term success. Nicolas's expertise, especially in Switzerland and Europe, has been a game-changer for us, and we look forward to continuing our work with him in the future.

Very happy with the service I have received from Christopher. The advice given was thorough and without any pressure to buy. I definitely recommend him as a Swiss pension system advisor.

Supportet by an excellent consultant Jonathan

I very much enjoyed the detailed consultation process of understanding our family's financial assets and future plans before receiving proposals for asset management. It would be five stars if I could receive reading materials well in advance so that I could have more understanding during the explanation by our advisor.

Perfect, the advice is professional, in steps, with clear explanation and document in support