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Financial Planning Subscription Service
Get the tools and expertise you need, to step into a more financially secure future.
Financial Planning Subscription
Get the tailored tools and expertise you need to step into a more financially secure future.
For many people, independent financial services feel either out of reach, too complicated, or are not a good fit for what they really want.
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.
Finance HQ gives you tailored financial expertise whenever you need it, keeps you on track to your goals and so much more, all for less than the price of a daily coffee.
Talk to dedicated financial professionals through routine meetings and the online platform with no additional fees.
Keep on track to your goals with your personal Financial Roadmap and routine meetings.
Your Financial Roadmap can include:
Learn actionable skills and strategies to improve your financial understanding, from the basics to the complex of wealth strategies.
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.
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.
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.
With his Diploma in Regulated Financial Planning (DipPFS) and international perspective on financial planning, Charles supports clients across Switzerland and beyond.
With expertise in investment management, personal finance, and international law, Sophie has an impressive record of navigating various international complexities.
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.
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.
With his Diploma in Regulated Financial Planning (DipPFS) and international perspective on financial planning, Charles supports clients across Switzerland and beyond.
With expertise in investment management, personal finance, and international law, Sophie has an impressive record of navigating various international complexities.
About how we started
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.
Your time is valuable. That's why Finance HQ has been designed with simplicity and efficiency in mind from the start.
Initial meeting
Have your initial meeting with a Finance HQ Guide.
Receive your personal Financial Roadmap
Tailored completely to you, this document serves as a map to your goals, with actionable guidance to move forward.
Roadmap review meeting
Go through your Financial Roadmap with a Finance HQ Guide and ask questions.
Support
Receive ongoing support from professional financial advisers and the education hub.
Review
Book a roadmap review meeting with a Finance HQ Guide up to 4 times a year (depending on your plan).
Adjust
Your Financial Roadmap will be adjusted to align with your progress.
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.
Your time is valuable. That's why Finance HQ has been designed with simplicity and efficiency in mind from the start.
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.
Finance HQ is designed to support, enable, and empower you at every stage of your financial journey.
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.
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.
Three words to sum up Edward - honest, a man of integrity and an expert in his field. I highly recommend Edward and the team and I am so glad that he has been on our financial journey with us. It gives me reassurance and confidence that everything is being handled.
I was so busy and struggling to keep up with my financial planning, but Finance HQ has made it so much easier for me. I would gladly recommend.
Being an Investor member has been absolutely transformative for my financial plan. The in-depth portfolio reviews and cashflow modelling, investment strategies, and personalized guidance have given me more confidence to make decisions. The team have helped me optimize my investments, diversify effectively, and stay on track with my wealth-building goals. I can’t recommend this plan enough to anyone serious about growing their wealth.
The financial roadmap has had such an impact on me, I had a lot of uncertainty about whether I was doing the right thing with my money or if I might be missing something before. I also find that having a routine meeting with the team is helping to keep me more on track to where I want to be both short and long-term.