We are Planifique
Our mission
Unique in Switzerland, our firm is entirely and solely dedicated to preparing for retirements. Our mission is to offer everyone a serene vision of their future and to allow everyone to retire in the best possible conditions.
With Planifique, you know when and under what conditions to retire, while having the assurance of making the right choices, thanks to tailor-made support from the beginning to the end of all your procedures. Our experts guide you step by step to a better retirement, a better life, and a serene vision of the future.
Passion.
Excellence.
Responsiveness.
Benevolence.
3 friends
3 advisers
3 enthusiasts
It all started in a garage or almost... At the origin of the Planifique success story, there are Paul Dao, Nicolas Chalochet and Cédric Teppati. 3 childhood friends with a passion and a common goal: to provide excellent financial advice to their clients. In 2018, they decided to take the plunge and create the Planifique firm.
5 years later, the team grew from 3 to 100 people. Driven by shared values and a desire for excellence, each employee is recognized in his field and knows how to shine both by his personality and by his expertise. We are committed to moving forward together in the same direction and to offer our customers turnkey services.
Through financial planning, we want to enable you to make your retirement a fully successful life project and to support you in building this fantastic moment of life together. By sharing our knowledge and expertise with you, we want to provide you with the keys to serenity.
Passion drives each of our projects.
Do not hesitate to come and meet us and entrust us with the project of your future life.
On behalf of our entire team,
we wish you a MAGNIFICENT retirement!