Financial Plans
Whatever your goals, making the right choices is key. Choose a Financial Plan to help with saving for retirement, managing your retirement income, or planning for inheritance tax.
+41 22 505 26 26
+44 20 4577 1828
+41 22 505 26 26+44 20 4577 1828Whatever your goals, making the right choices is key. Choose a Financial Plan to help with saving for retirement, managing your retirement income, or planning for inheritance tax.
Build a retirement strategy that will reward you for your hard work and diligence. We’ll help you take control, so you have confidence in your financial security, and flexibility with how you spend your retirement.
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Inheritance tax planning can be difficult because different emotions and expectations often collide. Having a definite plan in place gives you peace of mind that you have control over what happens to your legacy.
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If you’re generally confident about managing your finances, but have a specific question or topic you’d like more clarity on, a Dalton Steiner Direct Financial Plan will help you plug the gap.
With a one-off fee of €900, you’ll gain clarity and confidence in your financial situation. Whether you’re exploring retirement options or planning for inheritance tax, we’ll help you find the right answers to your most important financial questions.
An expert financial planner will talk you through all the strategies you need to put in place to take control of your financial wellbeing. With the tools and resources we provide, you can have confidence that you’re doing all the right things to achieve your goals.
Explore our latest commentary, detailed guides, and articles to help you stay informed on important financial topics. Sign up to receive regular email updates with our newest insights.
ETFs offer instant exposure to different sectors at prices often lower than individual stock holdings. There's one key question to answer before adding the first ETF to any portfolio.
Low-cost index ETFs from Vanguard, Schwab, and Invesco provide diversified market exposure across different U.S. equity segments for long-term portfolio building.
Verizon launches new Simplicity plans dropping activation and upgrade fees while introducing a loyalty program with 3% back on bills and brand perks.
Rivian laid off hundreds of workers in its service and customer division as the EV maker restructures teams to profitably scale its business.
We all need help from time to time. The bigger the financial challenge – the more help we might need. A simple and well-crafted financial plan can give you the confidence that you are on making the right decisions for life’s biggest financial moments.
We take time to understand your situation and listen to what you want to achieve in the future. If you’re worried about not saving enough for retirement, making the right choices at retirement, or navigating inheritance tax, our financial professionals are here to provide clear, expert guidance tailored to your needs.
Now you’ve decided to take control of your finances, we’ll send you our detailed guide packed with useful links to other online resources and interactive tools. They’ll help you start thinking about your current situation and needs to develop deeper insights.
Following your personal consultation, we’ll have a detailed understanding of where you are today and what you hope to achieve. Your plan will aim to give you deeper insight into your current situation and provide a clear roadmap for the future - highlighting the products, services, and strategies that could help you reach your goals.
At the end of the process, you’ll have a personalised plan that addresses your question or topic in detail. Our aim is to help you gain deep and meaningful insights to understand your position better, and to provide you with clear, actionable guidance. With our help, you will be able to take your next steps with confidence.
Contact us today to discuss how Dalton Steiner can help you.
+41 22 505 26 26 (Open Mon-Fri, 9am-5pm)