• Is your current financial
    landscape unclear?
    Allow us to clear your concerns and develop a way forward
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  • FULLY INDEPENDENT
    We're not beholden to any corporate agenda—our focus is your success
    and clients enjoy direct access to the firm's owners.

Welcome to ADV Swiss

ADV Swiss – international audit insurance, investment & financial consultancy company based in Zug and Zurich. Our team is a mix of Swiss Locals and International expats. You will receive the best advice from qualified advisors with years of experience. For independent advice look no further. We offer advice to Swiss locals and expatriates in Switzerland or those working globally.

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INVESTMENT Solution

Being independent allows us to recommend the best investment solutions to our client’s individual situation. Solutions are only offered after we have discussed our client’s requirements in detail and agree the best course of action forward. Our gold standard is that we present three different quotes to any quote requested by a client.
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SPECIALIST ADVICE

Where it comes to specialist advice, we work with best local professionals and will bring them on board if necessary. With our mix of local and expat professionals, we understand the requirements of those new to Switzerland as well as the requirements of the locals. We deal with providers and worldwide authorities on your behalf. Giving you peace of mind.
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OFFICAL MEMBER

ADV Swiss is registered with ZEFIX (Swiss Federal Identification Number CHE-161.173.274) which qualifies us to contract with all major Swiss and Global insurance companies. All client data is stored with META10 AG. ADV Swiss is also an official member of the Insurance Institute of Switzerland.
7513+

HAPPY CUSTOMERS

1290+

EXPERT ADVISORS

2684%

CASES WIN RATE

About ADV Swiss

ADV Swiss is an international audit insurance, investment & financial consultancy company, offering customers a wide selection of financial products and services including, short and long term insurance, investment and tax consulting, investment risk management and a wide range of advisory services. We offer advice to Swiss locals and expatriates in Switzerland or those working globally.

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OUR BEST SERVICES

INSURANCE / PENSION & TAX / ADVISORY

Life insurance

If you have dependants, such as school age children, a partner who relies on your income or a family living in a home with a mortgage that you pay, a life insurance policy can provide for them in the event of you passing away.

Personal liability insurance

Liability insurance covers you in the event that you or those living in your household (and that includes your beloved pets) unintentionally cause loss or damage to a third party. You then have the obligation to compensate the incurred loss.

Legal Insurance

In your private capacity, there may be situations where you have a run-in with the law; a fight about the laundry room with your neighbor or the online purchase that you made is not delivered.

SIPP

A SIPP (Self Invested Personal Pension) is a UK government-approved personal pension plan that gives you the freedom and flexibility to choose how to manage your own pension funds. An increasing number of people are

Investment insurance

Anything that you have invested and is in your investment portfolio is considered as your investment. Shares, broker investments, any assets for your future. Protect your investments against non-leggit brokers, scams or fraud

Tax advice

Need expert assistance with your taxes? We’re committed to providing reliable, cost-effective tax services to private individuals, and to businesses of any size. When working with us.

Retirement Planning

Each day we are confronted with new facts and the results of new studies. We need to find ways to process these facts. One of the facts is the change in life expectancy. Yes, the studies seem to indicate that we will live longer.

Property Purchasing Advice

he dream of having one’s own four walls is as old as mankind itself. Creating a home means more than simply finding a place where you can feel safe and relaxed. A true home is somewhere that gives you independence and freedom!

Investments

The world of investments may indeed seem complex! But then again, your savings account brings you just about nothing or losses so it’s quite normal for you to find ways for you to find a better.

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PROFESSIONAL HELP IN PLANNING YOUR FINANCIAL FUTURE

CONTACT US TODAY