Independent service for you

Beat Munsch serves you as an independent financial planner and offers you financial-, insurance- and tax advice in English and German for Swiss residents, Expats and companies.


Financial Planning

Whatever your needs, they deserve careful analysis and research before any solution can be recommended. Beat Munsch will spend time learning about your needs, goals and current circumstances and will be best equipped to help you arrive at an appropriate Financial Planning strategy to help you achieve your financial goals.


Insurance Consulting

A thorough analysis and understanding of your situation combined with experience and independent insurance brokerage provides you time- and cost-efficient insurance solutions. 
Insurance consulting is a speciality of Beat Munsch.

Tax Service

Your taxation position is important to consider too. Apart from completing your Swiss Tax return, Beat Munsch advises you on the many ways to reduce your taxes as well as to improve your financial stability and success. 


Special Service Packages for Expats:

Package #1: Tax Service 

Includes:

  • Annual tax return
  • Tax advice
  • Free meeting included

->Your next steps:
1. Buy the service online here on this page.
2. Save your service certificate and your documents list (will be downloadable after purchase).
3. Collect all the documents required for your tax return according to your list and send it to Beat Munsch
4. Contact Beat Munsch for your personal appointment.

Package #2: Tax Service economy

Includes:

  • Annual tax return
  • Tax advice

->Your next steps:
1. Buy the service online here on this page.
2. Save your service certificate and your documents list (will be downloadable after purchase).
3. Collect all the documents required for your tax return according to your list.
4. Send the documents directly to Beat Munsch.

Package #3: Insurance Consulting

Includes consulting and brokerage service for:

  • Property insurance
  • Liability insurance
  • Legal insurance
  • Life insurance
  • Disability insurance
  • Healthcare insurance
  • Car insurance
  • Pension plans
  • Company insurance solutions

->Your next step:
Buy the service online here on this page (yes, it is free), safe your service certificate (will be downloadable after purchase) and contact Beat Munsch for your personal appointment.

Get an insurance quote