JKFP’s expertise is in working with international professionals and expatriates in Switzerland. What sets us apart from other financial firms is that we have expertise in both Swiss and offshore financial services and products.
We provide a flexible service - making all aspects of financial planning simple, straightforward and effective according to your needs. We can work as part of a broader team and collaborate with other financial specialists, including accountants, lawyers and tax specialists.
Through our understanding of your overall circumstances we make sure everyone is working in your best interests and focused on achieving your objectives. It does not matter whether you need retirement planning, a savings strategy, wealth preservation or growth, insurance protection, or just a review of your existing financial arrangements.
Each client is unique and a one-size-fits-all approach will never help you to reach your financial objectives.
JKFP is owner-managed and is not owned or financially supported by any financial institution, bank, brokerage firm or insurance company, which means the financial planning recommendations you receive is impartial and free from the influences of any third party, giving you peace of mind
The Corona pandemic has changed the way people communicate. Financial advice has traditionally involved seeing an adviser face-to-face. Covid-19 has forced both advisers and clients to rethink, replacing ‘face to face’ with ‘person to person’. Video conferencing has progressed from a futuristic way of keeping in touch to an essential part of our daily lives and businesses, enabling us to retain that ‘personal touch’ in building trust and to maintain service levels.