Financial planning
E-Gestion researches, conceptualizes and presents to you - by means of easily accessible documents - plans and measures to help
you use your financial resources in an optimal way so as to achieve your objectives, taking your personal, financial, economical, tax and
legal situation into account.
Due to its structure E-Gestion can offer you a methodology which goes well beyond the usual financial analysis. Our independence and
complete freedom of action towards financial service providers guaranties you the best product for your money, adapted to your personal situation.
It is important to note that the follow-up and the regular adjustments are also of utmost importance when you want to carry out a
successful financial planning.
Main objectives
- Substantial and lasting reduction of the tax burden
- Elaboration of an optimal asset and investment structure from the point of view of security, profitability and liquidity.
- Systematic increase and protection of the assets, year after year
- Insurance analysis to prevent over and under-insuring in case of death or invalidity and to optimize your whole wealth protection schemes
- Presentation of measures for early retirement
- Planning of personal assets transfer
To read :
Fiduciary services
E-Gestion offers all the services of a trust company, such as :
Accounting
In line with your wishes and your organisation, we can look after your accounts on either your premises or ours, our software or yours.
In accordance with your needs, we calculate in good time all the indicators needed to run your company and analyse them with you.
This allows you to use your accounts as a management tool.
- Keeping general, creditor, debtor and salary accounts
- End-of-year accounts
- Accountancy advice and support
- VAT returns
Auditing
NAs auditors, we are especially qualified in terms of article 727 c of the Swiss Code of Obligations.
Tax
For trouble-free financial planning, we can prepare tax returns for individuals and companies.
Tax and successions
The transformation, sale, or purchase of a business, or the planning of its succession, have tax implications, which must be managed and conscientiously prepared.
Our job is to plan these events with you, to guide you in your choices, simulate the tax implications, or assess a company's profitability.
Insurance advices
As a result of the liberalisation and restructuring of the insurance market, insurance companies are offering a whole host of solutions which very often differ from each other.
This wide range on offer makes it particularly difficult to choose the ideal company and product for you.
Because it is independent of insurance companies, E-Gestion is able to select, fairly and transparently, the service provider that is best suited to you.
As E-Gestion is not the “seller”, but rather acts as the “buyer” on its client's behalf, it can offer you the best
quality/price ratio on the market in line with your needs.
Main aims
Keep up-to-date - Execute - Check - Defend - Advise
E-Gestion
- Keeps the client's insurance portfolio constantly updated
- Executes administrative work such as :
- Checking statements and returns of premiums following overpayments
- Amending records of new and outgoing staff in respect of various insurance areas
- Management and support in the event of claims
- Defends the client's interests against the insurance companies
- Keeps itself informed of new products on the market and informs the client of these
Corporate governance
We offer our clients a wide variety of services and support, such as:
- Domiciliation
- Administrative support
- Drawing up a business plan
- Staff seminar on the Swiss social security system
- Management
- IT
- Auditing
- Contact with notaries and authorities (regarding civil liability, old age and surviving dependants insurance,
occupational old-age benefit schemes, etc.)
