Financial Advisor Lausanne

Simplifying your Finances
Groupe Plus provides 360° support and bespoke solutions in insurance, taxation, accounting, and mortgage services to make your project a success.
Financement immobilier
Assurances & PME
Fiduciaire
Tax & Legal
Family Office

Financial Advisor Lausanne

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picto Plus SA group
Simplifying
Simplifying your Finances
your Finances
Groupe Plus provides 360° support and bespoke solutions in insurance, taxation, accounting, and mortgage services to make your project a success.
Financement immobilier
Assurances & PME
Fiduciaire
Tax & Legal
Family Office

360° Financial Advice For All Your Projects

Groupe Plus provides comprehensive financial guidance to individuals and businesses across French-speaking Switzerland, addressing all short-, medium-, and long-term financial challenges, including insurance, mortgage financing, fiduciary services, and taxation.
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Branches in French-speaking Switzerland
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Financial Advisor Lausanne

Comprehensive support for all your financial needs

Groupe Plus serves as a financial advisor in Lausanne and across French-speaking Switzerland, combining all financial expertise in one place: insurance professionals, mortgage brokers, accountants, and tax specialists.

Groupe Plus
Financement immobilier

Real Estate Financing

plus financement

Personalised support for your real estate projects, ensuring optimal terms throughout the loan process.

Assurances & PME

Insurance & SMEs

Plus Assurance

Insurance solutions tailored to your needs, for both individuals and businesses.

Flexible insurance coverage, aligned with the requirements of individuals and businesses.

Fiduciaire

Tax - Fiduciary

plus fiduciaire

We simplify all aspects of your financial management, allowing you to focus on growing your business.

Tax & Legal

Tax - Tax & Legal

Family Office

Tax - Family Office

Get an initial estimate of your financing capacity in a few clicks.

Financial Advice

Qualified experts in every field

With over 20 years of experience, our experts put your goals first, building trusted relationships, delivering clear guidance, and driving targeted strategies to achieve results.

What Our Clients Say

Testimonials That Reflect Our Commitment

Our clients’ trust is earned day after day through our attentiveness, responsiveness, and expertise across all areas of finance. Read their testimonials.

Financial Advisor Lausanne

The Assurance of a Leading Financial Partner

With Groupe Plus as your financial advisor you can count on a comprehensive, independent, and client-focused approach, guided by a specialised advisor committed to the long-term success of your projects.

Comprehensive and Independent Approach

One Dedicated and Experienced Advisor

Personalised and Client-Focused Support

Our entities, PLUS-SA SA (No. F01055633) and Plus Financement Immobilier SA (No. F01430133), are registered in the public register of FINMA, in accordance with the legal requirements applicable to financial intermediaries in Switzerland. This ensures the highest standards of regulatory compliance, transparency in our activities, and the protection of our clients’ interests.

Partners

Shared Experiences

Success Stories

Every financial project deserves to succeed. See how our clients have achieved their financial goals with the guidance of our experts : financial advisers and mortgage brokers in the canton of Vaud in Lausanne, Fribourg, Neuchâtel, Geneva, Nyon, Montreux, and also in Valais. In the meantime, you can use our mortgage calculator now.

FAQ

Frequently Asked Questions

Before entrusting us with your financial projects, it’s natural to have questions. Explore the answers to our most frequently asked questions, or contact our financial advisors to arrange an initial consultation.

We recommend simple contact by phone or email. After carefully understanding your needs, we carry out a personalised analysis of your situation. Depending on your preferences, we then arrange an appointment with your financial advisor in Lausanne, at our offices, or via video conference.

Yes, our comprehensive approach allows you to centralise all your financial matters through a single point of contact. This streamlined support saves you time and ensures consistency across your wealth management strategy.

Yes, Groupe Plus is fully independent from banks and insurance companies. This independence enables us to negotiate the best terms for our clients objectively, with no conflict of interest.

PLUS-SA

Simplify your finances with Groupe Plus : we offer comprehensive 360° support, a dedicated team, and tailored solutions to ensure you achieve your goals.

Vous souhaitez savoir combien vous pouvez investir en fonction de votre situation?

Vous avez identifié un bien et souhaitez calculer votre hypothèque ?

Would you like to know how much you can invest based on your situation?

Have you identified a property and wish to calculate your mortgage?

Plus SA
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