Your finances in Switzerland. Simply sorted.
Insurance, taxes and retirement planning in Switzerland. In one place.
PROFINIO organises your documents, deadlines and requests – digitally supported and personally accompanied. For individuals, new arrivals, cross-border commuters and SMEs.
Non-binding · transparent · personally accompanied
- 01 One place for every topic Policies, tax documents and deadlines clearly organised in one client portal.
- 02 Personally accompanied A dedicated contact person instead of changing hotlines.
- 03 Four-eyes principle Important recommendations are always reviewed by a qualified advisor.
01Services
Everything for your life and your finances in Switzerland
Six areas, one contact person – from the first question to ongoing support.
- 01 Insurance Health insurance, household, personal liability, legal protection, car and travel – reviewed and bundled.
- 02 Taxes Tax return, document review, possible deductions and every deadline in view.
- 03 Retirement planning Pillar 3a, life insurance, incapacity to work and protection for your family.
- 04 Moving to Switzerland Registration, permits, health insurance and taxes – for your start in Switzerland.
- 05 Cross-border commuters Health insurance, withholding tax and permits – for life across the border.
- 06 Companies Company formation, BVG, UVG, KTG, business liability, bookkeeping and administration.
02Cross-border commuters
Cross-border commuters from Germany, France and Italy
If you work in Switzerland and live in a neighbouring country, you need to bring together the rules of two countries. We show you what applies to your country of residence.
03How it works
Three steps to your personal plan
- 01
Tell us about your situation
Via the contact form or the guided onboarding in the client portal.
- 02
Receive your personal plan
PROFINIO structures tasks, documents and possible solutions.
- 03
We support you for the long term
Advisors review important steps, and PROFINIO reminds you of deadlines and changes.
PROFINIO in figures that do not change
- 6 areas, one dedicated contact person
- 3 pillars of Swiss retirement provision, clearly explained
- 3 neighbouring countries with their own cross-border page
- 4 languages: German, French, Italian, English
04Client portal
Your personal portal. Everything in one place.
Status, insurance, tax cases, documents, tasks, deadlines and messages – clearly bundled and available at any time for you and your advisory team.
- Upload policies and documents and file them in a structured way
- Open tasks and upcoming deadlines at a glance
- Messages directly with your personal contact person
- Follow your tax cases and their status at any time
05For companies
PROFINIO for companies
From company formation to employee insurance, fiduciary services and ongoing administration: PROFINIO bundles your company's most important tasks.
06Principles
People who take responsibility
PROFINIO supports you digitally and accompanies you personally. Important recommendations are always reviewed by a qualified advisor before they become binding for you.
- 01
We only recommend what suits you
A change is only suggested if it makes sense.
- 02
We explain transparently how we earn
Remuneration and possible conflicts of interest are disclosed in an understandable way.
- 03
A human being stands behind important decisions
Digital tools support the process but do not replace professional responsibility.
What is PROFINIO?
PROFINIO is a Swiss platform for insurance, taxes, retirement planning and life in Switzerland. You describe your situation and receive a personal plan – reviewed by qualified advisors.
Which services does PROFINIO offer?
Insurance, taxes, moving to Switzerland, cross-border commuters, retirement planning as well as company formation and administration for companies and SMEs.
Are recommendations reviewed by people?
Yes. Important recommendations and conclusions are reviewed by qualified advisors before they become binding for you.
Can I speak to a personal advisor?
Yes. A personal contact is assigned to you through the platform and the consultation requests.
Your finances and your administration do not have to be complicated.
Tell us about your situation and receive your personal PROFINIO plan.