Services & Expertise
Having an overview of your financial situation enables you to better understand your priorities, identify your needs and make decisions with greater clarity.
Loza Finance offers a comprehensive and in-depth financial analysis for private individuals, the self-employed and business directors.
We examine the key areas: income, expenses, assets, taxation, insurance, pensions, investments, property and securities. This analysis enables us to gain a clear picture of your financial situation.
We review your insurance policies and investments to ensure they are in line with your current needs. The aim is to identify any overlaps, gaps or areas that need adjusting.
As part of the analysis, we can identify the tax optimisation opportunities applicable to your situation.
We analyse your pension arrangements, including the 1st, 2nd and 3rd pillars, as well as cover in the event of disability or death.
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Financial analysis of your pension provision
Tax optimisation
FINMA accreditation N° F01535847
Together, we’ll find optimisations through our various partners.
