--- title: "Home" description: "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. Our Services Simulate My Mortgage https://plus-group.ch/wp-content/uploads/2025/09/Close-Up-Of-A-Man-Typing-On-Laptop-2025-08-28-15-34-31-Utc.mp4 Financial Advisor Lausanne Simplifying Simplifying your Finances your Finances Groupe Plus provides 360° support and bespoke solutions in insurance, taxation, accounting, and […]" url: "https://plus-group.ch/en/" author: "PLUS-SA" date: "2025-09-01T09:43:51+01:00" modified: "2026-10-13T10:51:50+01:00" lang: "en_US" alternates: - lang: "fr_FR" url: "https://plus-group.ch/en.md" --- # Home # Financial Advisor Lausanne ![](https://plus-group.ch/wp-content/uploads/2025/09/Plus-SA-logo-NB_Plan-de-travail-1.png) Simplifying your Finances Groupe Plus provides 360° support and bespoke solutions in insurance, taxation, accounting, and mortgage services to make your project a success. [ Our Services ](#services) Simulate My Mortgage https://plus-group.ch/wp-content/uploads/2025/09/Close-Up-Of-A-Man-Typing-On-Laptop-2025-08-28-15-34-31-Utc.mp4 ![Financement immobilier](https://plus-group.ch/wp-content/uploads/2025/09/1.png) ![Assurances & PME](https://plus-group.ch/wp-content/uploads/2025/09/2.png) ![Fiduciaire](https://plus-group.ch/wp-content/uploads/2025/09/3.png) ![Tax & Legal](https://plus-group.ch/wp-content/uploads/2025/09/4.png) ![Family Office](https://plus-group.ch/wp-content/uploads/2025/09/5.png) ``` Basée sur 111 avis ``` ``` (function () { if (window.tiLoaderFallback) { return; } window.tiLoaderFallback = true; function tiLoadLoader() { if (window.TrustindexWidget || document.querySelector('script[src*="https://cdn.trustindex.io/loader.js"]')) { return; } let script = document.createElement("script"); script.async = true; script.src = "https://cdn.trustindex.io/loader.js"; script.setAttribute("data-ccm-injected", "1"); document.head.appendChild(script); } if ("loading" === document.readyState) { document.addEventListener("DOMContentLoaded", tiLoadLoader); } else { tiLoadLoader(); } })(); ``` # Financial Advisor Lausanne ![Lettre P](https://plus-group.ch/wp-content/uploads/2025/11/pnew.png) ![Lettre L](https://plus-group.ch/wp-content/uploads/2025/11/I1.png) ![Lettre U](https://plus-group.ch/wp-content/uploads/2025/11/U1.png) ![Lettre S](https://plus-group.ch/wp-content/uploads/2025/11/S2svg.png) ![picto Plus SA group](https://plus-group.ch/wp-content/uploads/2025/11/QUBE1.png) 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. [ Our Services ](#services) Simulate My Mortgage Wüest Partner Indicative Valuation https://plus-group.ch/wp-content/uploads/2025/11/4K.mp4 ![Financement immobilier](https://plus-group.ch/wp-content/uploads/2025/09/1.png) ![Assurances & PME](https://plus-group.ch/wp-content/uploads/2025/09/2.png) ![Fiduciaire](https://plus-group.ch/wp-content/uploads/2025/09/3.png) ![Tax & Legal](https://plus-group.ch/wp-content/uploads/2025/09/4.png) ![Family Office](https://plus-group.ch/wp-content/uploads/2025/09/5.png)## 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. About Us Years of Experience + 0 Branches in French-speaking Switzerland 0 Google Reviews 0 ## 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. Contact ![Groupe Plus](https://plus-group.ch/wp-content/uploads/2025/08/Groupe_Plus_Favicon.png) ![Financement immobilier](https://plus-group.ch/wp-content/uploads/2025/09/1.png) ## Real Estate Financing ![plus financement](https://plus-group.ch/wp-content/uploads/2025/09/plus-financement-1024x812.png) Personalised support for your real estate projects, ensuring optimal terms throughout the loan process. - [ Acquisition ](https://plus-group.ch/financement-immobilier/courtier-en-pret-hypothecaire/) - [ Renewal ](https://plus-group.ch/financement-immobilier/renouvellement-hypotheque/) - [ Mortgage Calculator ](https://plus-group.ch/en/mortgage-calculator-2/) - [ Real Estate Development ](https://plus-group.ch/financement-immobilier/developpement-immobilier) ![Assurances & PME](https://plus-group.ch/wp-content/uploads/2025/09/2.png) ## Insurance & SMEs ![Plus Assurance](https://plus-group.ch/wp-content/uploads/2025/09/plus-assurance-1024x812.png) Insurance solutions tailored to your needs, for both individuals and businesses. Flexible insurance coverage, aligned with the requirements of individuals and businesses. - [ Individuals ](https://plus-group.ch/assurances-pme/particuliers/) - [ Companies ](https://plus-group.ch/assurances-pme/entreprises/) ![Fiduciaire](https://plus-group.ch/wp-content/uploads/2025/09/3.png) ## Tax - Fiduciary ![plus fiduciaire](https://plus-group.ch/wp-content/uploads/2025/09/plus-fiduciaire-1024x812.png) We simplify all aspects of your financial management, allowing you to focus on growing your business. - [ Fiduciary ](https://plus-group.ch/fiscalite/fiduciaire/) - [ Family Office ](https://plus-group.ch/fiscalite/family-office/) - [ Tax & Legal ](https://plus-group.ch/fiscalite/tax-et-legal/) ![Tax & Legal](https://plus-group.ch/wp-content/uploads/2025/09/4.png) ## Tax - Tax & Legal ![plus tax legal](https://plus-group.ch/wp-content/uploads/2025/09/plus-tax-legal-1024x812.png) [ Learn More ](https://plus-group.ch/en/tax-legal/) ![Family Office](https://plus-group.ch/wp-content/uploads/2025/09/5.png) ## Tax - Family Office ![plus family office](https://plus-group.ch/wp-content/uploads/2025/09/plus-family-office-1024x812.png) [ Learn More ](https://plus-group.ch/en/family-office/) ## Get an initial estimate of your financing capacity in a few clicks. Are you looking to buy a property ? [ Are you looking to renew a mortgage? ](https://plus-group.ch/financement-immobilier/renouvellement-hypotheque/#contact)## 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. Learn More ![Fabrizio Sahin](https://plus-group.ch/wp-content/uploads/2025/09/Mathilde.Ballet_Photography_Group-Plus_Fabrizio-Sahin_HD_3-2-792x1024.jpg) [ ](tel:0041215520310) [ ](mailto:f.sahin@plus-group.ch) [ ](https://www.linkedin.com/in/fabrizio-sahin-98688b87) Fabrizio Sahin Partner Director Mortgage Financing Specialist ![Livio Campagna](https://plus-group.ch/wp-content/uploads/2025/09/Mathilde.Ballet_Photography_Group-Plus_Livio-Campagna_HD_3-1-792x1024.jpg) [ ](tel:0041215520310) [ ](mailto:l.campagna@plus-group.ch) [ ](https://www.linkedin.com/in/livio-campagna-22422759) Livio Campagna Partner Mortgage Financing Specialist ![Douglas Bergström](https://plus-group.ch/wp-content/uploads/2025/09/Mathilde.Ballet_Photography_Group-Plus_Douglas-Bergstrom_HD_2-1-1-792x1024.jpg) [ ](tel:0041215520310) [ ](mailto:d.bergstrom@plus-group.ch) [ ](https://www.linkedin.com/in/douglas-b-218a1849/) Douglas Bergström Partner Mortgage Financing Specialist ![Oscar Nuñez](https://plus-group.ch/wp-content/uploads/2025/09/Mathilde.Ballet_Photography_Group-Plus_Oscar-Nunez_HD_3-1-792x1024.jpg) [ ](tel:0041215520310) [ ](mailto:o.nunez@plus-group.ch) [ ](https://www.linkedin.com/in/oscar-nu%C3%B1ez-4857b61b9/) Oscar Nuñez Partner Mortgage Financing Specialist ![Alexandre Coullon, Groupe Plus](https://plus-group.ch/wp-content/uploads/2025/09/Mathilde.Ballet_Photography_Group-Plus_Alexandre-Coullon_HD_4-1-792x1024.jpg) [ ](tel:0041215520310) [ ](mailto:a.coullon@plus-group.ch) [ ](https://www.linkedin.com/in/alexandre-coullon-22109131) Alexandre Coullon Partner Director Insurance and SME Specialist ![Carlo Orsino, Groupe Plus](https://plus-group.ch/wp-content/uploads/2025/09/Mathilde.Ballet_Photography_Group-Plus_Carlo-Orsino_HD_2-1-792x1024.jpg) [ ](tel:0041215520310) [ ](mailto:c.orsino@plus-group.ch) [ ](https://www.linkedin.com/in/carlo-orsino-8346b773) Carlo Orsino Partner Accounting and Finance Specialist with Federal Diploma ![Catarina Dos Santos, Groupe Plus](https://plus-group.ch/wp-content/uploads/2025/09/Mathilde.Ballet_Photography_Group-Plus_Catarina-Dos-Santos_HD_1-1-792x1024.jpg) [ ](tel:0041213212311) [ ](mailto:c.dossantos@plus-group.ch) [ ](https://www.linkedin.com/in/catarina-dos-santos-a429a4a9) Catarina dos Santos Executive Assistant ![Pierre Stampfli](https://plus-group.ch/wp-content/uploads/2025/09/Mathilde.Ballet_Photography_Group-Plus_Pierre-Stampfli_HD_2-792x1024.jpg) [ ](tel:0041215520310) [ ](mailto:p.stampfli@plus-group.ch) [ ](https://www.linkedin.com/in/pierre-st%C3%A4mpfli-64103814/) Pierre Stampfli Head of Department Real Estate Professionals ![Diego Seoane](https://plus-group.ch/wp-content/uploads/2025/09/Mathilde.Ballet_Photography_Group-Plus_Diego-Seoane_HD_4-2-792x1024.jpg) [ ](tel:0041215520310) [ ](mailto:d.seoane@plus-group.ch) [ ](https://www.linkedin.com/in/diego-seoane-ba0068160/) Diego Seoane Lausanne Branch Manager Mortgage Financing Specialist ![Frédéric Bulliard](https://plus-group.ch/wp-content/uploads/2025/09/Mathilde.Ballet_Photography_Group-Plus_Frederic-Bulliard_HD_1-1-792x1024.jpg) [ ](tel:0041215520310) [ ](mailto:f.bulliard@plus-group.ch) [ ](https://www.linkedin.com/in/fr%C3%A9d%C3%A9ric-bulliard-a610666b/) Frédéric Bulliard Mortgage Financing Specialist ![David Denega, Groupe Plus](https://plus-group.ch/wp-content/uploads/2025/09/Mathilde.Ballet_Photography_Group-Plus_David-Denega_HD_1-2-1-683x1024.jpg) [ ](tel:0041215520310) [ ](mailto:d.denega@plus-group.ch) [ ](https://www.linkedin.com/in/david-alexandre-denega-75876139/) David Denega Mortgage Financing Specialist ![Joël Marti](https://plus-group.ch/wp-content/uploads/2025/09/Joel-Marti_HD_3-792x1024.jpg) [ ](tel:0041327100310) [ ](mailto:j.marti@plus-group.ch) [ ](https://www.linkedin.com/in/joel-marti-421a2025/) Joël Marti Neuchâtel Branch Manager Mortgage Financing Specialist ![Jonathan Naegeli](https://plus-group.ch/wp-content/uploads/2025/09/Mathilde.Ballet_Photography_Group-Plus_Jonathan-Naegeli_HD_2-1-1-792x1024.jpg) [ ](tel:0041223433030) [ ](mailto:j.naegeli@plus-group.ch) [ ](https://www.linkedin.com/in/jonathan-naegeli-8809027a/) Jonathan Naegeli Geneva Branch Manager Mortgage Financing Specialist ![Patrick Didi](https://plus-group.ch/wp-content/uploads/2025/09/Mathilde.Ballet_Photography_Group-Plus_Patrick-Didi_HD_3-2-792x1024.jpg) [ ](tel:0041223433030) [ ](mailto:p.didi@plus-group.ch) [ ](https://www.linkedin.com/in/patrick-didi-1a903914/) Patrick Didi Mortgage Financing Specialist ![Matteo Solari](https://plus-group.ch/wp-content/uploads/2025/09/Mathilde.Ballet_Photography_Group-Plus_Matteo-Solari_HD_2-2-792x1024.jpg) [ ](tel:0041223433030) [ ](mailto:m.solari@plus-group.ch) [ ](https://www.linkedin.com/in/matteo-solari-4a1a33128/) Matteo Solari Mortgage Financing Specialist ![Elise Juanola, Groupe Plus](https://plus-group.ch/wp-content/uploads/2025/09/Mathilde.Ballet_Photography_Group-Plus_Elise-Juanola_HD_1-1-1-1-683x1024.jpg) [ ](tel:0041223433030) [ ](mailto:e.juanola@plus-group.ch) [ ](https://www.linkedin.com/in/%C3%A9lise-juanola-60b466174/) Elise Juanola Mortgage Financing Specialist ![Bertrand Ropraz](https://plus-group.ch/wp-content/uploads/2025/09/Mathilde.Ballet_Photography_Group-Plus_Bertrand-Ropraz_HD_2-792x1024.jpg) [ ](tel:0041263212021) [ ](mailto:b.ropraz@plus-group.ch) [ ](https://www.linkedin.com/in/bertrand-ropraz-899a05b8/) Bertrand Ropraz Fribourg Branch Manager Mortgage Financing Specialist ![Patrick Bento, Groupe Plus](https://plus-group.ch/wp-content/uploads/2025/09/Mathilde.Ballet_Photography_Group-Plus_Patrick-Bento_HD_2-1-792x1024.jpg) [ ](tel:0041215520310) [ ](mailto:p.bento@plus-group.ch) [ ](https://www.linkedin.com/in/patrick-bento-a7473a15a/) Patrick Bento SME Manager ![](https://plus-group.ch/wp-content/uploads/2025/09/Simona-Kovacheva_HD_1-792x1024.jpg) [ ](tel:0041215520310) [ ](mailto:s.kovacheva@plus-group.ch) Simona Kovacheva Insurance Manager, Internal Services ![Léa Risse, Groupe Plus](https://plus-group.ch/wp-content/uploads/2025/09/Mathilde.Ballet_Photography_Group-Plus_Lea-Risse_HD_1-1-792x1024.jpg) [ ](tel:0041215520310) [ ](mailto:l.risse@plus-group.ch) [ ](https://www.linkedin.com/in/l%C3%A9a-risse-798032196/) Léa Risse Head of Accounting Department Fiduciary Agent with Federal Diploma ![Natasha Moutinho](https://plus-group.ch/wp-content/uploads/2025/09/Mathilde.Ballet_Photography_Natasha-Moutinho_HD_1-683x1024.jpg) [ ](tel:0041215520310) [ ](mailto:g.stahli@plus-group.ch) [ ](https://www.linkedin.com/in/gabriel-st%C3%A4hli-9148a61a9/) Natacha Moutinho Chargée d’accueil ## 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. ![](https://plus-group.ch/wp-content/uploads/2025/09/miniature-house-on-laptop-computer-2024-09-11-23-53-29-utc-683x1024.jpg)## 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. Contact ### 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 ## News & Articles Insights, analysis, and expert guidance to support your financial decisions Learn More ![Businesswoman-Analyzing-Financial-Data-From-Paperw-2025-01-10-12-45-20-Utc]()![Manager-Showing-Report-To-Head-Of-Department-2025-01-29-12-30-24-Utc]()![Saving-2024-12-02-23-48-00-Utc]()![Team-Work-Process-Photo-Young-Business-Crew-Worki-2025-05-22-21-30-38-Utc]()## 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](https://plus-group.ch/en/) and [mortgage brokers](https://plus-group.ch/en/acquisition/) in the canton of Vaud in [Lausanne](https://plus-group.ch/en/mortgage-broker-lausanne/), [Fribourg](https://plus-group.ch/en/mortgage-broker-fribourg/), [Neuchâtel](https://plus-group.ch/en/mortgage-broker-neuchatel/), [Geneva](https://plus-group.ch/en/mortgage-broker-geneva/), [Nyon](https://plus-group.ch/en/mortgage-broker-nyon/), [Montreux](https://plus-group.ch/en/mortgage-broker-montreux/), and also in [Valais](https://plus-group.ch/en/valais-mortgage-broker/). In the meantime, you can use our [mortgage calculator](https://plus-group.ch/en/mortgage-calculator-2/) 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. ### What happens during the first meeting with your team? 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. ### Can I consolidate all my financial needs with a single advisor? 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. ### Is Groupe Plus independent from banks and insurance companies? 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. 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. Contact Us --- *Source : [plus-group.ch](https://plus-group.ch/en/)*