Frequently asked questions about 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.

Insurance, taxes, moving to Switzerland, cross-border commuters, retirement planning as well as company formation and administration for companies and SMEs.

Yes. Important recommendations and conclusions are reviewed by qualified advisors before they become binding for you.

Yes. A personal contact is assigned to you through the platform and the consultation requests.

The terms will be set bindingly and disclosed transparently before publication. Submit a request – you will receive clear information in advance.

In the client portal you can see your status, your insurance, tax cases, documents, tasks, deadlines and messages – all in one place.

Yes. You can upload existing policies and documents. They are structured and prepared for further processing.

Your details are treated confidentially and used only to handle your requests. Details are governed by the privacy policy, which will be finalised before publication.

Yes. PROFINIO helps compile the documents, reviews possible deductions and keeps the deadlines in view for you.

Yes. PROFINIO covers cross-border topics such as health insurance, withholding tax and permits – for cross-border commuters from Germany, France and Italy.

Yes. From company formation through BVG, UVG and KTG to payroll accounting and administration, PROFINIO supports companies and SMEs.