SwissFin – The Investments

We offer a full range of personalized investment products to meet the individual needs of all clients »

We will not advise you to invest, unless we have made an investment risk profile, knowing more about your preferences and goals. All our plans do incorporate an efficient tax plan.

We do not follow any risky investment strategies; offer products that are not guaranteed by quality partners and refrain from providers offering excessive remuneration to intermediaries.

The following investment products are offered »

  • Money market funds
  • Tax-efficient income and growth plans
  • Unit trusts, multi-manager funds, linked investment platforms and annuities
  • Retirement funds (Retirement annuities, pension, provident and preservation funds)
  • Swiss Banking
  • Offshore private banking insurance
tony swissfin

Need more information?

Tel: +27 (21) 551 3331

eMail:

or click here to fill out the quote form