Your finances Clear, protected, in expert hands
Taxes, tax optimization and pension consulting. Tailor-made solutions for private individuals. Transparent, independent, straightforward and multilingual.
Clients in Switzerland
Years of Experience
Languages Spoken
Through thoughtful methodology and clear systems: Simplicity in your finances.
Our self-developed systems and the accompanying methodologies provide you with financial simplicity and decision-making freedom that can be made independently and individually, based on your needs:
Tax Return
- With our digital solution, you can enjoy our service quickly and effortlessly.
- Our methodologies, experience and practical expertise enable us to optimize your tax savings effectively.
Insurance
- With an independent and precise needs analysis, you are insured correctly and appropriately.
- Through a clear and methodical approach, you receive exactly the offer you truly need.
Prevention
- As the word suggests, “Vorsorge” means preparing ahead, an essential part of financial planning.
- We support your wishes, dreams and goals together with you, sustainably and long-term.
With our methodologies and systems, you can achieve your financial goals simply and efficiently. We support you long-term and stand by your side at every stage.
Security begins with clear decisions.
You’ve probably felt that finances could be simpler and more rewarding.
Our clients prove it’s possible with clear steps and real results.
Tax Return
On average, clients save CHF 2,500 per year through optimized tax returns. Our expertise ensures you do the same
Insurance
Independent comparisons cut premiums by up to CHF 1,000 annually, without reducing coverage. Fair, transparent and tailored to your needs.
Prevention
With forward-looking planning and clearly defined goals, unexpected costs and risks can be significantly reduced. Instead of worrying about “What if?”, we plan long-term together and identify potential risks at an early stage.
Who we are
At Fiscura AG, we combine more than 15 years of experience in taxes, insurance and financial planning with genuine independence. We offer multilingual, modern and people-focused advice, supported by our presence in several Swiss cities.
What we do
We guide you through the key areas of your financial planning, with structure, experience and transparent advice.
Taxes
We handle your full tax filing, structure your documents and plan your taxes long-term, clear, efficient and transparent.
Insurance
We analyze your needs independently, bring clarity to your insurance coverage and ensure you are properly and cost-efficiently protected.
Prevention
We plan your retirement with structure, define long-term goals and help you identify and secure potential risks early on.
Our goal
Our goal is a long-term partnership that creates clarity, maintains independence and is fully aligned with your needs.
Getting started is simple
With a clear process you save time, avoid stress and see results faster.
Contact us
Fill out the form or book a free consultation, in the language you prefer.
We listen to you
With our methodology and self-developed systems, our experts understand and analyze your needs precisely and transparently.
You enjoy life
Enjoy your free time, we handle the administrative work and save you time, effort and money.
Our core services: simple, transparent, reliable
Everyone deserves to feel secure about their finances. We guide you clearly so you avoid costly mistakes,
gain confidence in the future and focus on what matters most.
Tax Returns
Assistance with preparing tax returns for individuals and businesses. We make sure you benefit from deductions and avoid costly mistakes.
It’s that time of year again, and your tax return is waiting for you. Take a deep breath and relax: we’ll handle the paperwork and make it simple.
Insurance
We help you choose the right insurance coverage tailored to your needs and optimized for tax benefits.
If the endless policies feel like smoke and mirrors, don’t worry. We’re about to clear away the confusion and guide you to the right choice, step by step.
Pension & Prevention
We provide pension advice to secure your financial future, from private retirement planning to risk protection and succession planning, always with tax aspects in mind.
Thinking about the future can feel overwhelming. We’ll cut through the complexity and give you a clear plan you can trust.
Find us, locally near you
We are available for you at various locations, including Zurich, St. Gallen, Aargau and Graubünden. Book your appointment in the language that suits you best.
