Welcome
JKFP
We make all aspects of financial planning accessible, straightforward and effective according to your needs.
Financial Planning & Wealth Creation
Who We Are
Swiss Pension Analysis
Financial Planning
JKFP’s expertise is in working with international professionals and expatriates in Switzerland.
Financial Planning
Swiss Pension Analysis
Financial Planning
We offer a holistic financial planning service.
Swiss Pension Analysis
Swiss Pension Analysis
Swiss Pension Analysis
Your 2nd & 3rd pillar Swiss pension analyzed or implemented.
The transfer of Swiss 2nd Pillar Pension when leaving Switzerland permanently.
Mortgages
Insurance Management
Swiss Pension Analysis
Impartial advice on mortgages in Switzerland or abroad.
Insurance Management
Insurance Management
Insurance Management
The key is to get the best value for your personal protection needs. We make sure you're protected.
Estate Planning
Insurance Management
Insurance Management
Estate planning may not be as fun as planning your holiday. Why should you have one and what could be the potentially devastating consequences for your loved ones
How We Are Using Technology to Help Contain COVID-19
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.
Evolve with us. Take advantage of the upsides of remote advice - less travel time, our higher availability and better family engagement.
We use various video conferencing tools, such as Google Hangouts Meet, Zoom or Skype.
One thing is for sure, that in these hugely uncertain times, financial planning has never been more important.
Book your free personal financial planning video consultation now.