Swissential SA Avaliações 

I recommend warmly Harpreet as a financial advisor. He took the time to analyse my personal situation, discuss my preferences and long terms goals, and proposed solutions that are convenient and fruitful. He always answered my many questions and carefully considered all the choices out there to make the best value for me. A professional advisor I can trust. He and the team also handled all the paperwork very efficiently, smoothly.

I never felt pushed or rushed and the explanations were clear, consistent and gave me a good understanding of my situation with the pros and the cons. I had the opportunity to double check with professionals at work the offer I received and it was confirmed that it was a good one so overall it is good.

I am working with John for 6 years +. He is very available for pieces of advice, support and changes.
Very reliable. Very secure. Each transaction and risks are clearly shared and explained to help me to take the right decision

I recently had the pleasure of engaging with Swissential SA, a financial advisory company based in Switzerland, and I must say, my experience was nothing short of exceptional. As an expat who had just moved to Switzerland, I was in dire need of understanding the financial institutions, investment opportunities, and retirement plans available to me. Swissential SA came to my rescue, providing me with comprehensive and easy-to-understand guidance.

The standout aspect of my experience with Swissential was their professional approach. I had the opportunity to work with Christopher Cieslik, whose professionalism and reliability were commendable. His expertise in the field was evident in the way he handled my queries and concerns. He took the time to explain complex financial concepts in a way that was easy for me to understand, which I greatly appreciated.

Swissential’s services extended beyond just providing advice. They helped me navigate the complexities of the financial landscape in Switzerland, ensuring that I was well-equipped to make informed decisions about my investments and retirement plan. Their advice was tailored to my specific needs and circumstances, which made me feel valued as a client.

In conclusion, I would highly recommend Swissential SA to anyone, not only expats in Switzerland in need of financial advice. Their professional approach, coupled with their comprehensive services, makes them an excellent choice for anyone looking to understand and navigate the financial landscape in Switzerland. My experience with them was positive in every way, and I am confident that they will provide the same level of service to all their clients. Swissential is a testament to what a financial advisory company should be - professional, reliable, and client-focused.

Very professional attitude and great recommendations based on my financial situation - I feel in good hands with Swissential!

Jonathan and the Swissential team are simply amazing. Jonathan helped me understand the Swiss system in detail and gave me extremely clear guidance on how to optimize my finances. He comes from a place of kindness and personal experience and likes to help his clients to achieve their goals with realistic approaches. I cannot recommend Jonathan and Swissential enough. I feel safe and in great and capable hands.

This company exceeds expectations when it comes to financial planning. Great help and providing insights and assistance along the way. I would highly recommend signing with them. Thank you, Gaetan for all your help!

I just finished my overall financial assessment after just over 2 years in Switzerland. Jonathan was precious help to go through a systematic approach to bring clarity on my personal situation on all financial aspects. I particularly appreciated the step by step methodology as well as the pressure free approach.
I clearly recommend Jonathan to do this strategic planning exercice to anyone.

It was a pleasure to engage with Jonathan: very useful and insightful sessions. Whilst explaining the broader picture, he manages to quickly focus on what’s relevant for your specific situation; and without pressure to sell anything if there is no added value.

I have thoroughly enjoyed communicating with and working with Gaetan Proffit at Swissential. I felt at all times listened to, understood, and well looked after in terms of my particular financial situation. Gaetan has extensive knowledge of the Swiss system and is able not only to apply this to individual cases, but also to explain to clients in a professional yet very human way the implications and ramifications of various decisions and options. His follow up and written feedback was consistently timely and comprehensive, and it is evident that he had taken the time to thoroughly research and explain what had previously been discussed. I am very happy with the entire experience of collaborating with Swissential and would thoroughly recommend this enterprise.

Jonathan's approach is always professional and also friendly, he lets you understand in very simple terms what is the correct way to go and what are the best options depending on your economic situation. I have been engaging with him since almost 2 years, and he earned my trust since the first call. I have no doubt when wanting financial advice to contact him as I always get excellent advice.

I can recommend Mr. Krzysztof Cieslik.
He helped us to understand Swiss taxes, as well as how we can more effectively manage our finances. Since we live in Switzerland only for some time the meeting was really valuable and allowed us to understand and navigate through our finances better.

Super Beratung und Bedarfsanalyse. Kein Kaufzwang oder drängen.

Great support provided by Jonathan Berrar in the past months to help us define our financial strategy and make investment accordingly. Jonathan has taken time to educate us and has come up with solutions that fit our needs and profile. He is always available for questions & support.

The services provided by Swissential in the person of Mr. Thomas Moody are of high quality and atention. Every single step of the process was explained, reviewed and confirmed before any decision was taken. The possible risk of any possible decision was also always covered, explained and reviewed in order to not commit any mistakes or have any misunderstandings. I recommend Swissential and Mr. Thomas Moody to anyone who wants to understand how the Swiss pension system, investment and banking/insurance system works and for anyone who also wants to invest/acquire any financial products.

I was contacted by Freda via LinkedIn regarding how Swissential could help me save on taxes in Switzerland. I then met Nicolas who provided me with valuable insights on the many benefits and incentives that are available to me. That was particularly useful to me as I arrived in Switzerland only 1 year ago and the Swiss social system was very new to me. He spent a considerable amount of time explaining me how things work here and how Swissential could help me save money. In particular, he advised me on what type of 3rd pillar I should set up, and directly put me in touch with one of their insurance partners (SwissLife). He also guided me through tax declaration. I am keeping in touch with Nicolas (and Swissential) for future procedures, as I know they will always be here to support me should I need anything. I can only recommend to reach out to them for guidance and support.

Had a pleasant catch up with Jonathan Berrar following the setup of a 3th pillar the year before. These discussions are welcome as they allow to tackle any Swiss financial related topic and get an expert's first opinion.

Valerio Capasso is a very helpful person who gives you the information you need in a clear, simple and direct way. pleasant to talk to him and at each consultation you come out learning something more that you then discover will be useful for tomorrow.

Good hints to optimise financial impact of leaving Switzerland

My 2 calls so far with Nicolas Bounous from Swissential have been extremely useful already. He was very professional and knowledgeable about financial solutions for my atypical situation, and eager to help. As a bonus, we could communicate in several languages. Swissential clearly puts service before profit. I hope that we can keep working together.