PVVS Finanzkompetenz AG

PVVS Finanzkompetenz AG offers independent financial advice in Switzerland and is distinguished by its transparent and personal approach. With a team of FINMA-certified advisors, we have made it our mission to comprehensively support private individuals as well as companies in various financial areas. These include the topics of pension advice, wealth planning, tax optimization, insurance, and mortgages. We always advise product-independently and without conflicts of interest, in order to develop tailored financial solutions for our customers that are aligned with their individual needs.

Our services are connected in a holistic concept: First, we conduct a non-binding initial consultation in which we analyze our clients' financial goals and challenges. We then create an individual concept that assesses the existing financial situation and issues concrete recommendations for action. We place great importance on accompanying our clients during implementation and reviewing their progress annually, in order to continuously make adjustments and optimize the strategies.

PVVS was founded in 2019 in Zurich-Oerlikon. In doing so, we quickly established ourselves as a reliable and trustworthy partner in financial advice, supported by more than 40 positive reviews on Google. Our goal is to secure and improve our clients' financial future sustainably. We serve a broad clientele: families, working professionals, the self-employed, and people approaching retirement - for all of them we have suitable offers for financial protection and planning.