Carefinance GmbH
Basel-based financial advisory firm specialising in Swiss mortgages, pillar 3a, and personal investment planning.
What customers love
- Advisors explain complex Swiss financial topics in plain language
- Personalised recommendations not driven by business incentives
- Consistently available and patient with questions throughout the process
Best for
Expats and families navigating Swiss property purchases, pensions, and insurance planning.
Attribute scores
Recent reviews
Mr Maric from CareFinance team is an outstanding financial expert who guided us through critical investment decisions, including the successful purchase of our first property in Switzerland. His deep expertise in financial planning shines through as he recommends tailored products—like pillar 3a, auto, and personal liability solutions—always based on our needs and never business incentives. Trustworthy, highly knowledgeable, and genuinely client-focused—Mr. Maric is the advisor anyone would be lucky to have
Marko guided us through our financial planning and helped us choose the right 3a pillar. His knowledge and patience made the whole process easy to understand, and he was always available whenever we had questions. You can tell he genuinely cares about his clients and wants the best for them. We feel very well supported and are extremely satisfied with his services. I can highly recommend him to anyone looking for a trustworthy and reliable financial advisor.
I am very pleased to have known Marko Mario as my financial advisor. He is a very genuine person and has very extensive knowledge of financial matters in Switzerland. He was able to guide me and my family of 4 with very good investment plans. We have had great service from Marko related to investments, house buying, insurances, cantonal tax topics, 3rd pillar etc. he has an amazing talent to explain you difficult topics in a very easy way and especially without making you feel stupid 😜. He also speaks very good English so was a plus for me. Thanks Marko and I fully recommend him to everyone who I come across for financial assistance in Switzerland.
I am pretty happy being attended by Stefan Reist. Long time counting on his advices and always helping with everything. It´s not only professional, but also taking good care in a human way.
This was definitely a very positive experience. Our allocated advisor, Mr. Samuel Glaser was very competent, reliable, friendly and patient to answer the many questions we had. He took us through the process step by step and ensured that we are happy with our choices. Even during corona times, we scheduled two individual online meetings to identify the best options for us. He is THE BEST and I fully recommend him and his company (who is very lucky to have him). And he speaks very fluent English :)