Great financial planning is not about fancy investments or hot tips. It’s about understanding where you are, where you want to be and how we can get you there.
Whether you’re 1, 10 or 30 years away from stopping work, we can help you get (and stay) on track.
Retirement planning is the process of thinking about and preparing for your life after you stop working.
Repatriation planning can help individuals minimise the financial impact of returning to their home country by creating a strategy to efficiently manage assets and taxes.
Financial planning is the process of creating a roadmap to achieve your financial goals
Pension planning helps you to save and invest money for your retirement, potentially providing a source of steady income, tax benefits and peace of mind.
Investment advice can be beneficial to an individual because it can provide them with valuable insights and guidance on how to invest their money.
We offer a complimentary first meeting by video call
We provide you with comprehensive information about the services we offer in relation to your situation.
Your plan will be unique to your situation.
We regularly review and update your financial plan.
We are a truly independent firm
We find solutions, not sell products
We aim to educate rather than overwhelm with complex jargon
Nikolai Nikolov, Happliy Retired
Nicholas Wall, Repatriation and Retirement Planning
Matthew Standage, Pension Planning
Tony and Jane Fairclough, Happily Retired
We walk alongside you on your financial path, to help you achieve your financial goals, one step at a time.
Please fill out the below form so that we can book a meeting:
You don’t want to do it yourself
Your finances are complex
You don’t have time
You don’t get done what needs to be done
You & your spouse are not aligned on decisions
You need a second opinion
You don’t know what you don’t know
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David Rosbotham is published on the ARIF (Association Romande des Intermediaries Financiers) public register for regulated Financial Planners in Switzerland – number 17147 and further information is available upon request.
