With security to financial confidence
The Financecoach
- ✓ Personalized insurance advice tailored to your unique lifestyle
- ✓ Strategic financial planning for long-term wealth creation
- ✓ Comprehensive business development and SME support in the heart of Europe
Overcoming financial complexity
Moving to Switzerland or expanding your company can involve the difficult task of finding your way around complex financial landscapes.
Whether it's a matter of the variety of insurance options, the intricacies of tax planning or the risk of costly missteps, is high. Without expert advice, you may be unprotected or financially inefficient.
If you want Financecoach from Valencia Company is the compass you need. We will guide you through the Swiss financial and insurance maze and ensure personalized support and maximized financial growth.
A range of expert services
At The Valencia Company, we are proud to be your compass when it comes to finding your way around the multi-faceted Swiss landscape. Our range of services is designed to provide seamless, comprehensive solutions tailored to your individual needs.
Insurance services for individuals
We offer tailored insurance advice that is tailored to protect and support our clients' individual lifestyles. From compulsory health insurance, which is essential in Switzerland, to comprehensive property insurance and retirement provision, our experts strive to find the most suitable insurance options.
Find out moreFinancial planning services
Our financial planning services are carefully designed to help individuals and businesses achieve financial security and growth. We offer personalized financial plans, strategic savings advice, and practical tips for reducing costs.
Find out moreRetirement and pension advice
We offer insightful advice on private pension options, including the nuances of pillars 3a and 3b, as well as occupational pension schemes. Our goal is to help clients develop a solid retirement strategy that is in line with their long-term financial goals.
Find out moreBusiness Support
For aspiring entrepreneurs, we offer a comprehensive support system for setting up and expanding their businesses in Switzerland. From initial preparations to complicated legal and tax advice, we optimize the process of transforming entrepreneurial visions into viable business units. Our goal is to remove bureaucratic hurdles and enable a focus on innovation and growth.
Find out moreAccounting for individuals and SMEs
Comprehensive financial accounting and reporting to ensure compliance with Swiss regulations. We provide expert advice to improve accounting efficiency and support the transition to digital accounting systems so that our customers have clarity and control over their financial data.
Find out moretranslation services
The Valencia Company provides professional translation services and overcomes language barriers across international borders. We work with a network of qualified translators to ensure high-quality translations of business and private documents into various languages and to enable clear and effective communication for our clients' global interactions.
Find out morePersonalized insurance coverage
Expert advice to tailor insurance options to your individual needs.
Business expansion made easy
Comprehensive legal and tax advice for a smooth start-up of a company.
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Strategic financial growth
Tailored financial plans and smart investment advice to expand your wealth.
translation services
We translate your documents into all common languages. We work with qualified translators who translate your documents to the highest quality.
Frequently asked questions
Our happy clients' dreams come true
I have delegated several tasks to the Financcoach team, including preparing my tax return, advising on insurance issues and optimising my financial situation. I'm always very satisfied with the team's performance. The consultants are highly qualified and have broad knowledge in all areas of finance. They are also very customer-oriented and take into account my individual needs. I always felt well looked after and advised on all assignments.
I highly recommend the Financecoach team.
The financial coach: JAVIER VALENCIA!!! I've known this company for many years, practically since its inception, so I can say that we're one of its first customers! Although I must also make it clear that we were already personally coached by this coach before founding The Financecoach.
I would like to stress the importance of excellent personal support that is tailored exactly to your specific needs.
I would wholeheartedly recommend their services. Undoubtedly, it was and is the best choice for my family.
Javier Valencia and The Financecoach GmbH are the best choice for anyone looking for financial advice in Switzerland.
I met Javier Valencia a few years ago when I was looking for financial advice in Zurich. I was immediately impressed by his professionalism, commitment and friendliness. Javier gave me comprehensive advice on all my financial inquiries. He helped me create my budget, optimize my insurance and plan my investments. I really appreciated his support. I am convinced that Javier Valencia and The Financecoach GmbH are the first choice for anyone looking for financial advice in Switzerland.
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