Holistic
asset
advisory
For responsible & engaged Swiss
citizens & companies
Your FINMA, FIDLEG & SVF certified partner for
- Set high, achievable goals
- Track & optimize financial habits
- Easy Budgeting & Successful Investing
- Long-term planning into old age
- Optimize insurance and pension matters
- Create a personalized investment portfolio
What keeps you up at night?
The team behind Mesot Agency
We are a dynamic team of financial advisors who share one thing in common: the desire to make complex topics simple and understandable. With a passion for numbers and a clear focus on individual solutions, we accompany our customers on their path to financial security and growth. Honest, direct and always in tune with the times - for your success.
Why you need people who have EXCELLENCE and SPEED
on caps:
Have you ever fought symptoms and they kept coming back?
Your resources and time were wasted and there was no clarity as to the cause.
The last thing you need are sellers who are only interested in their commission.
What you need are people who are honest and will explain it to you in such a simple way that you could even explain it to your children.
People who have a large network, so that every door is open for you.
In the past, people used Google, then ChatGPT, and today, those who prefer human contact call the Mesot Agency.
Services
FINANCE
Financial planning is life planning.
Money management is easy. Anyone who claims otherwise is still pushing their budget in front of themselves or wants to make you dependent on themselves.
In order to be able to do the things that are really important to us, our foundation must be stable. A clear overview of the assets is an absolute "must-have".
We build exactly that, accompany and help where it is necessary to get the best out of it.
INVESTMENTS
Everyone must be able to invest.
Because being able to invest means at least having an understanding of the market, entrepreneurship and money. Since the beginning of time, people have taken money from others in order to pursue business interests. Participation certificates or share certificates have existed on clay tablets and today everyone works for money, the next logical conclusion is to let the money work profitably for you. Through events, workshops and 1:1 consulting, we work together to create the basis for understanding these seemingly complex processes.
Those who do not prepare will pay for it.
Secure your future with tailor-made solutions. We support you in finding the right insurance for your life situation - from health and retirement planning to asset protection. Our goal is to offer you financial security and peace of mind so that you can concentrate on what's important: your life.
How does a collaboration work?
1. Getting to know each other
In any case, after the first contact, there is a personal meeting as soon as possible. We exchange ideas intensively to ensure that the chemistry/energy is right for a solid foundation.
2. Situation
We need two important pieces of information: Where are you now and where do you want go. This way we can figure out what to do next to get you there as efficiently as possible.
3. Implementation
Now we accompany you until you reach your goal and beyond! Our focus is on a long-term and healthy relationship.
References
Partners
Mesot Agency in numbers
>100
Actively supported customers
5,3M+
Swiss francs secured for investors from loss on unnecessary fees
9+
years of experience in consulting, planning & implementation
12
Committed, hardworking and honest team members