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Financial  freedom starts here

Financial 

freedom 

starts 

here

A platform and 1-to-1 service helping you to invest wisely towards your future, spend more time on what you love, and create the life you've always imagined.

swiss flag
Switzerland's first

Financial Planning Subscription Service

Get the tools and expertise you need, to step into a more financially secure future.

swiss flag
Switzerland's first

Financial Planning Subscription

Get the tailored tools and expertise you need to step into a more financially secure future.

Trusted by

When it comes to finances, most people are on their own.

For many people, independent financial advisory services are either out of reach, too mysterious and untrustworthy, or are just not a good fit for today's digitally empowered public.

Expert and personal financial planning, for everyone.

We believe that everyone deserves access to qualified, 1-to-1 personal financial guidance and the opportunity to thrive.

So we're changing the game.

With our online membership platform and ongoing personal service, you can access tailored financial expertise easier than seeing a personal trainer at a gym.

Your financial questions answered

Talk to dedicated financial professionals through routine meetings and the online platform with no additional fees.

1-to-1 meetings
Qualified financial advisers to support your journey.

Ask the experts
Answers from trusted specialists who know you.

Community archive
Immediate answers from the previous questions database.

Achieve your financial goals

Keep on track to your goals with your personal Financial Roadmap and routine meetings.

Custom Financial Roadmap
Whatever you can dream, we can help you to plan.

Reviews and adjustments
Routine meetings to update your Financial Roadmap.

Smarter money management
Know exactly where your finances are going.

Your Financial Roadmap can include:

  • The Financial Goals Navigator
  • Personal Wealth Building Strategy
  • Risk Assessment and Evaluation
  • Budget Analysis
  • Professional Cashflow Modelling
  • Retirement Planning Strategy
  • Estate Protection and Insurance Planning
  • Independent Investment Portfolio Review and Strategy

Strengthen your financial decision-making

Learn actionable skills and strategies to improve your financial understanding, from the basics to the complex of wealth strategies.

Knowledge hub
Learn basics in Finance 101 or go deeper in the Learning Library.

Searchable databse
Learn about topics through a key word search of the entire Finance HQ database.

Attend Events
Enhance your knowledge and meet the community through focused webinars.

Over 40 Years of Experience

We learned a long time ago that with the right knowledge and guidance, everyone can optimise their finances to ensure they achieve the best results.

Our founders, Edward and Charles, have spent their careers delivering the highest quality of services in the industry. Now they want to empower more people to have strategic control of their finances and create the life they want.

Edward Mills

Chartered Financial Planner (APFS)

With 40+ years of experience in financial services, Edward quite literally has all your bases covered and is one of the best in the industry.

Sofiane Messili

International Tax Advisor

With over 8 years of experience in international tax law, Sofiane is an independent certified legal expert who assists clients with their most complex international tax questions and supports them with their tax formalities in Switzerland.

Charles Mills

Financial Planner (DipPFS)

With his Diploma in Regulated Financial Planning (DipPFS) and international perspective on financial planning, Charles supports clients across Switzerland and beyond.

Sophie Causer

Personal Finance Strategist

With expertise in investment management, personal finance, and international law, Sophie has an impressive record of navigating various international complexities.

Edward Mills

Chartered Financial Planner (APFS)

With 40+ years of experience in financial services, Edward quite literally has all your bases covered and is one of the best in the industry.

Sofiane Messili

International Tax Advisor

With over 8 years of experience in international tax law, Sofiane is an independent certified legal expert who assists clients with their most complex international tax questions and supports them with their tax formalities in Switzerland.

Charles Mills

Financial Planner (DipPFS)

With his Diploma in Regulated Financial Planning (DipPFS) and international perspective on financial planning, Charles supports clients across Switzerland and beyond.

Sophie Causer

Personal Finance Strategist

With expertise in investment management, personal finance, and international law, Sophie has an impressive record of navigating various international complexities.

Our Story

About how we started

How it Works

Unlike with AI chatbots, online forums or other impersonal online resources, you will receive trusted and actionable guidance from real and qualified people, who take the time to understand you and your personal circumstances.

Onboarding in 3 Easy Steps

Your time is valuable. That's why Finance HQ has been designed with simplicity and efficiency in mind from the start.

1
2
3
4
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Initial meeting
Have your initial meeting with a Finance HQ Guide.

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Receive your personal Financial Roadmap
Tailored completely to you, this document serves as a map to your goals, with actionable guidance to move forward.

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Roadmap review meeting
Go through your Financial Roadmap with a Finance HQ Guide and ask questions.

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Support
Receive ongoing support from professional financial advisers and the education hub.

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Review
Book a roadmap review meeting with a Finance HQ Guide up to 4 times a year (depending on your plan).

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Adjust
Your Financial Roadmap will be adjusted to align with your progress.

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Repeat

Support, Review, Adjust, Repeat

Once your 3-step onboarding is complete, Finance HQ will take on the role of your independent, centralised headquarters for all your financial planning guidance needs.

Get started for free
Get priority access

Onboarding in 3 Easy Steps

Your time is valuable. That's why Finance HQ has been designed with simplicity and efficiency in mind from the start.

1
2
3
4
counter_1
Initial meeting
Have your inital meeting with a Finance HQ Guide.
counter_2
Receive your personal Financial Roadmap
Tailored completely to you, this document serves as a map to your goals, with actionable guidance to move forward.
counter_3
Roadmap review meeting
Go through your Financial Roadmap with a Finance HQ Guide and ask questions.

Support, Review, Adjust, Repeat

Once your 3-step onboarding is complete, Finance HQ will take on the role of your independent, centralised headquarters for all your financial planning guidance needs.

Get priority access
counter_1
Support
Receive ongoing support from professional financial advisers and the education hub.
counter_2
Review
Book a roadmap review meeting with a Finance HQ Guide up to 4 times a year (depending on your plan).
counter_3
Adjust
Your Financial Roadmap will be adjusted to align with your progress.
counter_4
Repeat

Why Finance HQ?

  • Personalised, professional financial guidance
  • Real people dedicated to you
  • Actionable personalised plans
  • International expertise
  • Trusted educational resources

Finance HQ is designed to support, enable, and empower you at every stage of your financial journey.

A Trusted Financial Partner

Whether you would like to take better control of your finances, manage your retirement plan or optimise your investment strategy, we are here to help you achieve your goals.

Money is power, choice and freedom. We are here to put the control in your hands and give you the answers you need, when you need them.

A Trusted Financial Partner

Whether you would like to take better control of your finances, make your money go further, manage your retirement plan or optimise your investment strategy, we can help you achieve your goals.

Money is power, choice and freedom. We are here to put the control in your hands and give you the answers you need, when you need them.

  • Reach your financial goals more effectively.
  • Talk to trusted financial experts, with no added fees.
  • Learn everything you need to know for smarter money management.
  • Unlock your financial potential.

Frequently Asked Questions

Who is Finance HQ for?
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Do I have to live in Switzerland to use Finance HQ?
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What is subscription-based financial planning?
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What are the benefits of subscription-based financial planning?
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Is having a Finance HQ Guide the same as having a Financial Adviser?
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Do I need to know about finance to become a member of Finance HQ?
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Can Finance HQ help me manage my money overseas?
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Do I have to invest, want to invest, or have a minimum amount to invest?
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Can I upgrade or downgrade my plan?
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Can I sign-up for a free trial?
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Can I cancel my Finance HQ membership?
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