Financial planning and financial advisory
for private individuals and entrepreneurs
Assets, income, pension provision, taxes and property rarely exist in isolation. Only when considered together does it become clear which decisions are sustainable over the long term.
Portas Capital supports private individuals, entrepreneurs and international clients with holistic financial planning and financial advisory in Zurich and across Switzerland – personally, independently and with a clear focus on long-term objectives.
Financial planning as the basis for wealth decisions
Sound financial planning provides an overview of your financial situation and highlights the options available to you.
It helps you assess future developments more effectively, make forward-looking financial decisions and align your assets, pension provision and investments in a meaningful way.
The aim is not to consider individual topics in isolation, but to form an overall picture: Which decisions make sense today? What are their long-term implications? And how can assets, pension provision, taxes and investments be combined in a sustainable way?
Financial planning topics
Assets and investment strategy
We review how your assets are structured and whether the existing investment strategy is aligned with your objectives, time horizon and risk-bearing capacity.
Pension provision and retirement
An analysis of occupational and private pension provision provides clarity for important stages of life, particularly with regard to retirement, income requirements and long-term financial security.
Taxes and optimisation opportunities
Professional financial planning also takes tax considerations into account. Together with experienced specialists, we analyse your tax situation and identify potential opportunities for optimisation.
Property and financing
For questions relating to property or financing, we help you assess suitable solutions, for example in connection with home ownership, mortgages or other financing matters.
Business and family changes
Financial planning is particularly important for entrepreneurs. Private wealth structures, business interests, pension provision, taxes, succession and investment strategy must be carefully aligned.
Analysis, planning and ongoing support
As part of the financial planning process, our cooperation partners prepare a detailed analysis of your financial situation.
Depending on your circumstances, this may include a budget or financial plan, a long-term comparison of income and expenditure, and an assessment of pension, tax and wealth matters.
Portas Capital provides personal support throughout this process and ensures that financial planning, wealth management, occupational pension provision and property financing are considered together. This creates a sound basis for decisions on the long-term structuring of your assets.
Financial clarity begins with a conversation
We take the time to understand your current position, objectives and expectations, and jointly assess how financial planning with Portas Capital can support you in making important financial decisions.
