Our Values
20 years of experience
Fair, loyal & transparent
We Are
Financial Partners SA
Since 2004, we remain faithful to our mission.
Offering an alternative perspective to finance, while making it available to everyone,
at any life stage.
Offering an alternative perspective to finance, while making it available to everyone,
at any life stage.
Our Story
Offering an alternative perspective to the finance world, this has been our mission since we started.
For many years, we have seen shortcomings in customer service at large financial institutions. Here was lying the opportunity.
The goal of Financial Partners SA is to make finance accessible to each and everyone, free of hassle. That’s why we opened our Lausanne office in 2004. Then in 2010, we opened a new office in Geneva to bring us closer together and serve you better.
Finance is a world that we demystify for our customers. No more endless procedures and incomprehensible contracts, we take care of the essentials for you, while protecting your interests.
After years of experience in tax optimisation and financial management mandates, we decided in 2024 to refocus our activities on real estate dreams. We also continue to advise you on all your insurance needs.
Financial Partners SA is careful mix of know-how, dynamism and privileged service for everyone, everyday.