+ Your situation
  + "OPTIMA" analysis
  + Tax planning
  + Optimizing assets
     
  + Professional platform
  + Contact
  + Impressum
  + Job
     
   

   
 

Professional Platform

You are :
An insurance broker

A fiduciary accounting agent

A real estate agency

Wealth manager

An architect

For your clients who :

Has one or more policies pension fund and 3a 3b Pillar

Has a capital, equities, securities values

Has a high tax charges

He does not want to add any capital to invest

 

Increase your business volume and offer a real added value!

 

OFP Analysis Office is a platform for analysis and effective financial services available to property managers brokers, fiduciaries and other financial planning professionals

 

OFP Office conducts analysis and to assume any individual analysis of the financial situation, tax, estate and economic development of your customers.
Complete management of relationships, and offers financial products with all suppliers and speakers on the market is also part of our services
.

 

By becoming our partner today, you enter a new dimension, by delegating all the technical and administrative work that is sometimes difficult to control, to a specialized expert to advice you specifically and with extreme efficiency.

You can immediately benefit from:

From a concept based in the background on the tax and financial optimization

A significant increase in the quality of your advice

To reduce the cancellation rate, based on the excellent calculation logic

A significant increase in your business potential

 "innovation" as an argument for interview tips

Improved performance through optimal use of tax

 
       
 

Copyright © 2001 OFP Office d'Analyse, Optimisation Fiscale & Patrimoine  .  Swiss Financial Authority N. 23055

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