How often do you ask yourself the following questions?
- Could I reduce my taxes more?
- How can I best secure my family’s healthcare?
- Is Swiss social security working for me?
- Have I got the best rate for my mortgage?
- Can I maintain my current life-style in retirement?
There are many financial products on the market and it can be difficult to make the right choice among such a wide range of options. Pressed for time, and with little interested in the fine detail, private individuals rarely find the most appropriate products to suit all their requirements.
In response to this, the consultancy firm, MyProject, is now offering knowitall.ch readers the opportunity to receive free, unbiased advice on a range of financial services that could potentially improve the quality of your life and help you make significant daily savings.
With over 150 consultants based in 6 locations throughout Suisse Romande, MyProject, has a wealth of local expertise that can help expats, in particular, realise a number of financial benefits. Since the opening of their office in France, MyProject has gained considerable experience in handling ‘quasi resident’ tax declarations for ‘frontaliers’; last year, 30 consultants handled more than 6000 declarations.
In addition to the popular insurance services covering areas such as health, life, car, travel and property, MyProject also offers advice on some of the more obscure services such as unemployment protection and animal insurance. Mortgages, tax planning, and investment opportunities are also popular with their expat clients.
International Community Executive, Finn Toennessen, told knowitall.ch, “It’s like a jungle out there, with about 1200 companies offering a wide variety of products. Most people simply don’t have the time to read through all the information provided by these companies and are often too nervous to make a decision in case they have missed something in the small print.”
He continued, “Whilst we are ‘neutral’ and completely independent from the financial and insurance companies, we work regularly with about 40 of the most well-known companies, so we can be highly confident in the advice that we give to our clients.”
More than 80% of the business that MyProject receives is based on recommendations, so it is very important for the company’s advisors to build up a good level of trust with their clients, with an emphasis on quality work, followed up to a high standard, with the utmost discretion.
MyProject is accredited by FINMA (Swiss financial regulatory board) and CICERO (Swiss insurance quality organization), so clients can expect a high level of quality and ethics when working with their advisors.
Knowitall.ch readers, who make an appointment with MyProject, will receive up to 2 hours of FREE advice from its advisors. This will typically be in the form of 2 meetings, the first for about an hour when a consultant will try to gather as much information as possible, so that he can assess your personal situation in detail. A detailed report analyzing all your needs will then be passed to a MyProject expert, who will then attempt to find the optimum solution among the wide range of options offered by their insurance partners. A second meeting will then be proposed at which you will have the chance to select your preferred option, although there is no obligation to make a decision there and then, if you would prefer to wait and reflect.
Finn concluded, “This investment of less than two hours will enable you to make a number of savings and judge the quality of our services for yourself. We value your satisfaction, because we wish to develop a long-term relationship with you.”
To see more information on the full range of services provided by MyProject, you are invited to visit their website, which is packed with information and has recently been translated into English. If you would like to make an appointment, please contact Finn Toennessen directly by email, who will then direct you to the right person for your needs.
MyProject
Finn Toennessen
International Community Executive
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http://www.myproject.pro/EN/index.php?p=accueil
Locations in Lausanne, Yverdon, Sierre, Neuchâtel, Geneva and France
