Insights

The Reasons Why You Should Switch from Inflation-Linked Bonds Now

• 28th March 2023
• Investment Advice
• Retirement Planning
• by James Austin

The Problem with Model Portfolios

• 27th March 2023
• Investment Advice
• by James Austin

How State Pensions work, how they affect your retirement, and how to invest sustainably to take ownership and secure your retirement

• 10th February 2023
• Retirement Planning
• by James Austin

The Swiss Federal Council has just announced that the maximum permitted tax deduction for Pillar 3a as of 1st January 2023 is: CHF 7,056 (currently CHF 6,883) for people who pay into a 2nd pillar, or CHF 35,280 (currently CHF 34,416)

• 13th October 2022
• Retirement Planning
• by James Austin

In the 1980s US inflation peaked at 15%. Home mortgages were charging double-digit interest rates. Inflation was roaring at 1 percent — per month.

• 14th July 2022
• Investment Advice
• by James Austin

The big questions I am being asked right now are where are we in the economic cycle, how did we get here, has this happened before, and what to do now. Below I have summarised my thoughts.

• 7th July 2022
• Investment Advice
• by James Austin

Thinking about buying a house off-plan and getting the keys in one or two years? (Off-Plan-Immobilien / Immobilier sur plan) Think again.

• 24th May 2022
• Swiss Mortgages
• Property Investment
• Financial Planning
• by James Austin

How Much Money Do I need To Stop Working?

• 18th May 2022
• Pensions
• Swiss Pensions
• Retirement Planning
• Financial Planning
• by James Austin

How to get the best mortgage rate. Mortgage interest is tax deductible. 20% Deposit. Eigenmietwirt. Capital gains tax.

• 7th May 2022
• Property Investment
• Investment Advice
• Financial Planning
• by James Austin

After a reluctant start to the month, global equities bounced back in a big way in April as geopolitical storm clouds cleared following the first round of the French presidential election.

• 1st February 2021
• Investment Advice
• by James Austin

According to Mercer’s Cost of Living survey, Switzerland has more cities in the top 10 list of most expensive cities for expatriates than any other country in the world.

• 13th September 2016
• Property Investment
• Investment Advice
• by James Austin

Insurance… something nobody likes to pay for until the day comes that it’s needed… and no insurance is needed more than life insurance.

• 30th August 2016
• Inusrance
• by James Austin