Helpful Resources

Templates

Personal Budget Template

Comprehensive Excel spreadsheet to track your monthly income and expenses with automated calculations and visual charts.

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Investment Tracking Sheet

Monitor your portfolio performance across different asset classes with this easy-to-use template.

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Swiss Tax Calculator

Estimate your cantonal taxes with this interactive spreadsheet that accounts for different Swiss cantons.

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Guides

Pillar 3a Guide

Everything you need to know about Switzerland's voluntary pension pillar - contribution limits, tax benefits, and withdrawal rules.

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Buying Property in Switzerland

Step-by-step explanation of the Swiss real estate purchase process for foreigners and residents.

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Swiss Banking Comparison

Detailed comparison of fees, services, and benefits across major Swiss banks for private customers.

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External Links

Swiss National Bank

Official website with monetary policy information, statistics, and financial stability reports.

Visit Website

FINMA

Swiss Financial Market Supervisory Authority - regulations and consumer protection information.

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Moneyland.ch

Independent comparison platform for Swiss banking products, insurance, and telecom services.

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Did You Know?

Switzerland has one of the highest rates of home ownership in Europe, yet about 60% of the population rents their homes. This is partly due to strict mortgage requirements where banks typically require a 20% down payment.

Quick Tip

When comparing Swiss bank accounts, don't just look at the monthly fees. Consider the included services, withdrawal options, and e-banking features that might save you money in the long run.

Financial planning tools on a tablet

Featured Resource

Our comprehensive Swiss Tax Guide is now available with updated 2023 rates and cantonal comparisons. Learn how to optimize your tax situation with practical examples and case studies.

Get the Tax Guide

Find Resources by Category

Pillar 2 Explained

Understanding your occupational pension benefits in Switzerland.

Tax Deductions Checklist

Common tax deductions you might be missing in your Swiss tax return.

Swiss ETF Guide

How to invest in exchange-traded funds through Swiss brokers.

Early Withdrawal Options

When and how you can access your Swiss pension funds early.