Individuals

Independent advice for every stage of life.

Helfenstein Group advises private individuals and families — and only them — on retirement, investments, estate planning, real estate, taxes and pensions. We are paid by our clients alone, never by banks, insurers or product providers, and we never hold your assets. Every recommendation has one purpose: your interests.

Every mandate starts with a written analysis of your situation. You decide afterwards whether and how you would like to work with us.

What we do for you

  • Retirement

    Work out exactly when you can afford to stop working, and what it will cost.

  • Investments

    A clear strategy, implemented with low-cost index funds at your own bank and reviewed continuously.

  • Estate planning

    Wills, marriage contracts and gifts arranged so your wishes are legally secure.

  • Taxes

    Long-term tax planning, so the big decisions are structured before the return is filed.

Related articles

Clear thinking for the financial decisions that matter — practical perspectives on retirement, tax, investing and property, with no product advertising. Receive our client newsletter.