Structured financial consulting with foresight

Comprehensive concepts for insurance protection, wealth development and retirement planning – clear, comprehensible and designed for the long term.

Contact us
Grafik mit Gebäuden, Münzen, einer steigenden Pfeillinie und einem Diagramm mit Dollarzeichen, symbolisiert Wirtschaftswachstum und Finanzen im Bereich der nicht öffentlich gehandelten Unternehmen, auch genannt Private Equity.

Our Approach

  • indepentent thinking

    Our concepts are tailored to the goals of each individual client. Independent of products and product partners.

  • structured advice

    We provide comprehensive advice. In our view, insurance protection, retirement planning, and investment belong together and can complement each other.

  • Long-term support

    We want to be by your side in every situation in life. This also includes constantly adapting our concepts. We see this as a basic service.

Book a free appointment
Eine Gruppe von Menschen in formeller Kleidung sitzt an einem langen gedeckten Tisch bei einem Essen in einem Restaurant im Freien, welche das Team von SZ Finanz darstellt.
Junger Mann in Anzug hält ein Glas Sekt. Der Mann ist der Gründer von SZ Finanz.

Consulting as a team – personal and scalable

Consulting is structured and based on division of labor.

This results in clear processes, dedicated contact persons, and long-term support—even with a growing team.

Financial planning begins with clarity.