Navigating the Swiss financial system in a second language is rarely straightforward. Smart Léman offers a complimentary 45-minute financial review, conducted entirely in English, with no obligation of any kind. Whether you are a resident of Geneva or a cross-border commuter, you leave the session with a clear, structured picture of where you stand — and of what deserves your attention next.
Our advisors work every day with English-speaking professionals, expatriates and families across Geneva and the Léman region. The review is a conversation, not a sales pitch. You bring your questions; we bring clarity.
What the review covers
In 45 minutes, we examine the four areas where English speakers in Switzerland most often leave value on the table:
- Pension gaps — how your AVS/OASI and occupational pension are tracking towards retirement at 65, for men and women alike, and whether a gap is quietly building.
- Third pillar setup — whether your current arrangements, or the absence of them, genuinely fit your situation, your permit and your time horizon.
- Taxes and deductions — which deductions you may be entitled to claim, and whether your current setup makes full use of them.
- Health insurance optimisation — whether your cover still matches your actual needs, or simply reflects choices made when you first arrived.
We deliberately keep recommendations for the meeting itself. Every situation is different, and the real value of the review lies in applying the analysis to your numbers, your status and your plans — something no article can do for you.
How to book your review
Booking takes less than a minute. Write to us at welcome@smart-leman.ch or use our contact page, and we will come back to you promptly with available times — in person at our Geneva office or by video call.
Advice you can rely on
Smart Léman is a Geneva-based firm of independent financial advisors, registered with FINMA under number F01533002. We advise residents and cross-border workers across the Lake Geneva region, in English and in French, with one guiding principle: your interests come first, and every recommendation must be explainable in plain language.
Frequently asked questions
Is the review really free and without obligation?
Yes. The 45-minute session carries no commitment whatsoever. You decide afterwards whether you wish to go further with us.
Is the meeting conducted entirely in English?
Yes. The conversation, the documents we walk through and any follow-up are all handled in English.
What should I prepare?
Nothing is required, but your pension certificate, your latest tax return and your health insurance policy make the session even more productive.