Essential
A focused financial check-up with the most important priorities and a practical action plan.
Financial and administrative consulting in Switzerland
Clarity for every important decision.
Choose the support you need, send your request for analysis and follow the entire process securely online.
5languages from day one
100%transparent prices
Human review
before payment
before payment
Soares Consulting
Services and packages
Transparent prices, clear scope and a human review before payment.
Complete
Broader analysis covering protection, taxes, retirement, budget and savings.
Strategic
Long-term financial planning with scenario analysis and structured follow-up.
Financial Analysis
Detailed review of income, expenses, protection, savings and financial risks.
Tax Declaration
Preparation and review of the Swiss tax declaration.
Retirement Planning
Review of the 1st, 2nd and 3rd pillars and retirement scenarios.
Family Allowances
Support with allowances, retroactive claims and social service procedures.
Letters and Emails
Professional administrative correspondence in Portuguese, German or English.
Claims Support
Practical support with insurance claims and communication with insurers.
A simple, controlled process
No payment is taken now. Our team checks the request first.
01
Choose the service
02
Send the request
03
We analyse the case
04
Receive confirmation
05
Pay securely
06
Follow the process
Kundenportal
Everything in one secure place.
Requests, documents, messages, appointments, invoices and payments — with a clear status for every process.
Operations
A real working system.
Consultants, backoffice, accounting and administrators work with role-based access, internal notes and configurable SOP checklists.