Learning Sessions

We have been approached by companies in the past to present learning sessions to their employees on financial planning - around topics such as savings, how to invest and tax optimisation.  

We understand Financial Planning in Switzerland is a private matter and that finding a trusted provider can be difficult.  Summit Wealth AG have experience in providing short presentations to assist your employees with their financial planning.  

We would like to build a lasting relationship with your company and would be happy to provide frequent talks and advice to your employees. 

Please do not hesitate in contacting us below if you have any questions or would like to discuss this opportunity in any further detail.

Testimonials

"We recently had a presentation to staff from Summit Wealth AG. Jonathan provided a lot of useful information and advice, in an easily understandable way. Jonathan is an experienced, knowledgeable and professional financial planner and we would recommend him to others looking to understand more about their personal financial situation."

Julie Grauel, Equatex, November 2016

Our Office

Summit Wealth Management AG
Bahnhofstrasse 21, Zug, 6300
Phone: +41415087510
Email: info@summitwealth.ch

To find out more or discuss your particular needs, please get in touch