Français 🇫🇷
Marco Demurtas
Independent Financial Coach
Climb the Matterhorn without a guide? Risky.
Navigate your finances alone? Same thing.
💎 Retirement, insurance, investments, taxes, real estate... so many paths to know well to reach your summit serenely.
✔️ A single point of contact for all your needs
✔️ Present at every stage of your life
✔️ By your side in case of unexpected events or changes
✔️ Exclusive defense of YOUR interests
✔️ The demand for custom-made and accessible
Your future deserves support.
And I'm here for that, simply.
About Me
My Background
Rich experience in human resources, investment and management.
Specialist in financial and asset strategies.
My Values
People always come first.
Support based on listening and trust.
Personal Life
Based between Fribourg and Geneva.
Passionate about nature, aviation and technology.

Instagram (@leconseillerfinancier.ch)

Like in rugby, and in any demanding sport, everything relies on anticipation, rigor and teamwork. These are the same values that I apply daily to offer you a clear, personalized and lasting support.
Honest, transparent and always truthful, I provide you with a fair and direct vision to help you make the right choices, at the right time.
My clients have a true advisor at their fingertips, directly reachable, without intermediaries, by WhatsApp, Telegram or phone. A responsive, human and customized follow-up.
Proposed Services
Tailored solutions for every stage of your financial life.
Personalized Monitoring
Regular support, alerts and opportunities
Tax Optimization
Tax-saving strategies
Investment Strategies
Customized solutions with diversified portfolios
Retirement and Real Estate
Retirement planning, real estate investments
Insurance Analysis
Comprehensive evaluation of your insurance
Estate and Matrimonial Law
Advice on succession and family planning
For Whom?
Young adults
Students and those starting their careers.
Couples
With or without children, expatriates.
Families
With dependent children.
Divorced individuals
New financial situation.
Pre-retirees
Preparation for retirement.
Self-employed/SMEs
Entrepreneurs and small businesses.
My Approach
First Meeting
Attentive listening to your needs and objectives.
Initial analysis of your situation.
Strategic Development
Creation of a personalized financial plan.
Presentation of suitable solutions.
Implementation
Implementation of the chosen strategies.
Regular monitoring and adjustments.
Contact Me
Schedule an appointment now for a comprehensive, no-obligation consultation.
Phone
WhatsApp
Schedule an appointment directly
Shall we take stock together?
Free consultation
100% without any commitment
Free financial guide
Receive my free guide on the basics of investing (value 25 CHF)