+41 22 508 30 25
+44 20 4577 1828When there is a change in your life, such as retiring, inheriting money or planning for later-life care, it can be valuable to speak to a Financial Professional to protect your wealth.
Engaging, emotional and practical stories of how we have helped our clients at pivotal moments in their life, helping them become more financially secure.
Read Nicola's story to find out how she helped her clients, Sharon & Patrick during their divorce, handling their assets separately but considering the needs of the family and prioritising their children’s well-being.
Read Simon’s story on how he helped his client, Andrew, see there was a world of opportunities for his retirement, which he can fully enjoy now, by including his sons in their conversations.
Read Mia's story of how she helped Arthur & Rose as their situation changed when Rose started to have ongoing health problems. Opening up the conversation with their daughters helped everyone feel supported.
Read Tsitsi’s story of how she helped Laura bring her daughter, Melanie, into the conversation about managing the family's finances following the death of her husband.
Contact us today to discuss how Dalton Steiner can help you.
+41 22 508 30 25 (Open Mon-Fri, 9am-5pm)
