Wehrli Beratung

Wehrli Beratung is a financial and personal-planning consultancy based in Gränichen, serving clients in the wider Aarau, Lenzburg, Zofingen, Baden and Brugg area. Led by Stephan Wehrli, the firm provides accessible, plain-language advice on important decisions affecting people’s financial and personal futures. Consultations are available at its office or at clients’ homes, and initial conversations are free until a client commissions work.

Its services include insurance advice, tax-return preparation and tax analysis, and planning for retirement, inheritance and personal protection. The firm helps clients prepare documents such as advance care directives, patients’ directives, powers of attorney, wills and instructions for end-of-life arrangements. It also specialises in advice for unmarried couples, helping partners understand their legal position and create agreements, budgets and estate-planning documents.

Additional services include bookkeeping, payroll, annual accounts, administration and property management; support with buying or selling a home, including affordability calculations; and financial coaching, with financial reviews, insurance checks, retirement simulations and budgeting.