Living and working in Switzerland
You live and work in Switzerland – we keep your insurance, taxes and retirement planning under control
Too many policies, rising premiums and a tax return that keeps getting put off? PROFINIO brings order and reminds you of everything that is coming up.
If you have lived in Switzerland for some time, you have probably collected insurance policies, accounts and retirement savings products from different providers over the years. You lose track, premiums rise and deadlines are missed. PROFINIO brings everything together in one client portal and gives you a dedicated contact person.
What we take care of for you
Insurance
- Policy check for gaps and overlaps
- Compare health insurance every year
- Support with switching
Taxes
- Prepare and file your tax return
- Review possible deductions
- Deadlines and queries
Retirement planning
- Plan pillar 3a
- Protection for your family
- Put your pension fund and buy-ins into context
Every autumn: the new health insurance premiums
The premiums for the following year are announced at the end of September. You can switch your basic health insurance (KVG/LAMal) with effect from the end of the year, provided your cancellation reaches the insurer by the end of November. We compare in good time and tell you whether switching is worthwhile.
Your tax return, without it piling up
You upload your salary statement, bank statements and certificates to the client portal – even simply photographed with your phone. We see what is still missing, review possible deductions and file on time.
When life changes
Marriage, a birth, a new job, a move or buying a home change which insurance and retirement planning make sense. Your contact person adapts your plan and reminds you of what is coming up next.
Frequently asked questions
Is PROFINIO worthwhile if I already have everything in place?
Especially then. Many households pay for duplicate cover or premiums that are too high. We review your existing policies and show you where you can save or be better protected.
Do I have to switch my insurance?
No. We show you the options. Whether and when you change anything is up to you.
Your finances and your administration do not have to be complicated.
Tell us about your situation and receive your personal PROFINIO plan.