Plus Groupe | Financial Advisor Lausanne
Lausanne-based financial advisory firm specialising in insurance, pension planning, and real estate transactions for expats.
What customers love
- Advisors explain complex financial topics in plain language
- Strong personal continuity with clients over many years
- Particularly helpful for expats navigating Swiss financial system
Best for
Expats in Switzerland needing guidance on insurance, pensions, and real estate financing.
Attribute scores
Recent reviews
Patrick Didi was very helpful throughout the real estate purchase transaction and always willing to answer all our questions. Highly recommend his services
I have been a client with PLUS ever since I arrived in Switzerland in 2014. Not knowing very well the insurance and tax landscape in the country or the pension system, I was extremely happy and thankful to be able to rely on Alexandre’s advice and profound expertise. Based on my personal situation, he advised me very thoroughly on everything that is needed and also on what might be good to have. He listens carefully and can explain complex topics in a way that non-experts can easily understand. The fact that he speaks English facilitated things drastically for me at the beginning. After 10 years I am still a very happy PLUS client - and I would definitely recommend the services provided by Alexandre from the insurance team and his colleagues to anyone who is looking for expert advice with a very strong human component.
Amazing. After 15 years in Geneva, never have I ever received such incredible customer service. Such care and attention to detail. Thank you Patrick for your amazing support. I could not recommend them more. Five stars all the way.
Professional. Lots of help. I created my 3eme pillars with them and was smooth sailing
Great personalised services, and very well informed i in their domain! Great help and always my go to guys for these sorts of things, which can be daunting as an expat! Thanks !!