Independent financial planning - finally clarity about your finances
FINA Finanzplanung specializes in explaining complex financial topics in an understandable way and providing its clients with expert advice. Thanks to the partnership with FINA Financial Planning, Switzerland's financial expert with sustainable responsibility, you receive personal, transparent and sustainable advice for your financial concerns. Benefit from clear strategies and optimally managed finances.
Find out more here : www.fina.ch
Members of the Swiss Professional Association for Applied Psychology (SBAP) receive generous special conditions.
1. discounts for independent financial planning:
- Financial analysis
- Pension advice
- Insurance check
- Free portfolio analysis and advice on sustainable investments
Voucher for 90 minutes of additional free advice.
Would you like to benefit from professional financial advice? 👉 Here's how it works:
Register directly with SBAP and apply for your voucher. As soon as you have it, you can redeem it with us.
2. for complex consultations...:
- Mortgage comparison
- Planning retirement
- Advice on self-employment
...we will be happy to provide you with an individual quote at our hourly rate of CHF 187 excluding VAT. You will benefit from an SBAP. member discount of CHF 300.
When contacting us, please mention that you became aware of us through SBAP. We look forward to getting to know you and supporting you with your concerns.
Give us a call, we look forward to hearing from you:
(Mon-Fri 9 a.m. to 6 p.m.)
| Bern | 031 666 40 00 |
| Fribourg | 026 347 16 16 |
| Köniz | 031 970 38 80 |
| Solothurn | 032 624 56 80 |
| St. Gallen | 071 380 00 02 |
| Thun | 033 225 01 60 |
| Visp | 027 945 66 60 |
| Zurich | 043 211 61 61 |
- FINA customer brochure
- FINA plan system: a clear overview and perfectly regulated finances
- Mortgage comparison and advice
- Retirement guide brochure
- Costs and benefits of professional pension planning