Let's work on your finances
Big firms sell products. We build strategies that fit.
We look at what you hold, what it costs, and whether it still fits your plans. Most portfolios drift from their original purpose.
Portfolio review
We look at what you hold, and whether it still fits your plans.
Cash-flow planning
Your income, your spending, your savings rate, and what that means for the life you're building.
Retirement scenarios
Model retirement across different savings rates and spending assumptions, so you can see the trade-offs.
Tax-aware moves
Swiss taxes reward planning. We structure investment decisions to keep more of what you earn.
Risk check
Insurance, emergency reserves, and the gaps most people miss. We tell you what's actually exposed.
One-off decisions
Buying property, selling a business, receiving an inheritance. You want a second pair of eyes.
Three clear ways to engage, no surprises
Financial advice in Geneva should come with plain terms. These are the three ways we work with you.
Single consult
A focused session to address one specific financial question or decision.
One meeting
flat feeDefined scope upfront
60 to 90 minute session
Written summary after
Follow-up by email
Ongoing advisory
A standing arrangement where your finances get regular, structured attention.
Quarterly
retainerQuarterly review meetings
Ongoing email access
Annual strategy refresh
Priority scheduling
Fixed quarterly rate
Adjustable scope
Project mandate
A defined deliverable with a clear budget, agreed before any work begins.
Fixed fee
per projectWritten scope of work
Fixed agreed fee
Defined timeline
Deliverable handover
Advice that shows up in your numbers.
Guy helped me structure my savings plan in a way that finally made sense. Within six months, I could see the difference clearly.
Client name
Private client, Geneva
The retirement projections gave me a concrete picture I hadn't had before. Now I know exactly what to adjust each year.
Client name
Business owner, Geneva
As a freelancer, I needed a plan that adapted to irregular income. Guy put together a framework that actually works with my cash flow.
Client name
Independent consultant, Geneva
I came in with scattered accounts and no clear strategy. Six months later, everything has a purpose and a timeline.
Client name
Private client, Geneva
Your questions, answered
Clear answers on how GuyFinance works, from first contact to your first strategy meeting.
Ready to talk about your finances?
One conversation is enough to see if we're the right fit. If we're not, we'll point you to someone who is.