Make an appointment

The first meeting is free of charge.

Talk to an adviser at Helfenstein Group about your retirement, your investments, your taxes or your mortgage. The first consultation costs nothing and commits you to nothing — and because we are paid only by our clients, nobody in the room is selling you a product.

Choose a time that suits you — at our Lucerne office or by video call — and tell us briefly what you would like to discuss.

What we do for you

  • Free first meeting

    Around an hour, in person or by video call.

  • Written analysis

    A concrete proposal follows the first meeting.

  • No obligation

    You decide afterwards whether to proceed.

  • Any language

    German, French, Italian or English.

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