Financial security for your future
Financial planning ensures your current and future financial security while taking into account your personal goals and needs.
Numerous optimisation possibilities
Explore early retirement options, choose between annuity and lump-sum payouts, assess income sufficiency, and manage your mortgage.
Grow your capital and discover the impact of investing in real estate or shares.
Get coverage in case of disability and death, secure your loved ones' finances, and reduce your tax bill.
Minimise your inheritance tax, understand the legal aspects of inheritance and the associated complusory shares.
Contact your local financial planner
Benefit from a consultation with one of our experts. Your personal Strike advisor is at your service in all financial matters.
Free and without obligation.
Why financial planning makes sense
Personal support and expertise from your advisor throughout the entire process and beyond
Access to the best offers from over 80 financial partners
We secure your future and help you avoid surprises
You save time, we save you money
Financial planning made simple
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Let’s meet!
Each situation is unique. That is why we need to know more about you, your circumstances, and your needs. Our first meeting is free and without obligation.
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Discover your tailor-made solution
We present you with a complete financial plan – personalised and perfectly adapted to your needs.
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That’s it!
We take care of everything so you can focus on what matters to you: this new stage of your life!
They have trusted us
I had a great support from Strike team, especially Alex Burger. He found solutions for me when I thought I am hitting an impa...
Ich fühle mich bei Strike Advisory in Basel sehr gut aufgehoben. Die Betreuung von Anfang an war aufmerksam und freundlich. H...
Ich kann Strike Advisory gerne weiterempfehlen. Vor allem, wenn man eine vertrauensvolle Beratung sucht.
Ich war von der offenen und freundlichen Art von Herrn Burger Alexander sehr begeistert. Er hat mich toll beraten und unterst...
Ich bin bisher sehr zufrieden mit Strike und Herrn Burger. Auch wenn ich aktuell noch keine passende Liegenschaft gefunden ha...
Für mich ist klar: Sobald die richtige Immobilie gefunden ist, werde ich diese über Herrn Burger von Strike abwickeln. Empfehlung für alle, die einen verlässlichen Partner bei der Immobilienfinanzierung in der Schweiz suchen.
Monsieur Bochatay nous a énormément aider et très bien conseillé dans la recherche d’une solution de financement pour notre m...
Très réactif et au courant du marché.
Merci pour tout!
Sehr empfehlenswert!
Strike Advisory war schnell, engagiert und proaktiv. Dank ihrer Hilfe konnte ich rasch eine passende Hyp...
Strike Advisory war schnell, engagiert und proaktiv. Dank ihrer Hilfe konnte ich rasch eine passende Hypothek sichern und meinen Immobilienkauf trotz voller Agenda problemlos umsetzen.
Any questions? We answer them!
Financial planning is a structured process designed to help our clients manage and optimise their personal finances. It involves a comprehensive assessment of the current financial situation, setting short, medium, and long-term financial goals, and implementing strategies to achieve these goals. Effective financial planning allows you to take control of your financial future, optimise your financial situation, and be prepared for life's uncertainties.
Our primary focus is analysing your personal goals and needs. During financial planning, we address the following key areas: retirement, insurance, and investments. Additionally, areas such as taxation and estate planning are always considered in our comprehensive analysis.
The benefits are numerous, but the most important ones highlighted by our clients include:
- Cost savings
- Concrete and personalised recommendations
- The opportunity to grow your capital
- Access to all market offers through our partners
- A qualified personal advisor
- Significant time savings
Financial planning is for anyone who wants a clear and precise understanding of their current financial situation and the achievement of future goals. A detailed analysis will be particularily useful if you have available funds (e.g. from a property sale), allowing you to optimise your financial situation, incorporating aspects such as taxation and estate planning.
Financial planning can also be an opportunity to review your insurance coverage and identify any gaps that need to be addressed to secure yourself or your loved ones.