MINDEA

MINDEA is an independent advisory firm based in Geneva, serving individuals and entrepreneurs across French-speaking Switzerland. Its advice covers retirement planning, insurance, taxation, wealth management and business creation, with the aim of helping clients build and protect their assets. For retirement planning, MINDEA advises on Switzerland’s three-pillar system, savings and investment strategies. Its insurance services include health, life, liability, household and business coverage, tailored to clients’ needs. Entrepreneurs can receive support with company formation, accounting, fiduciary services, payroll and VAT. The firm also offers broader financial guidance, including tax planning and succession planning.

MINDEA emphasizes independence, local expertise, clear fees and written mandates, and states that it has no exclusive bank or insurer affiliations. Its process begins with a complimentary 30-minute discovery conversation, followed by a personalized assessment and prioritized recommendations. Clients can choose how and when to implement the plan. Through its Idelya platform, the firm also provides online simulations and access to services, including appointment booking.