Elevating Our Clients’ Financial Strategies
We understand that navigating the economic landscape can be challenging, whether you’re a business owner or an individual seeking financial security. We offer personalised financial services tailored to each client’s unique needs and goals.
Welcome to Oval Advisors, a financial planning and advisory firm dedicated to helping small and medium-sized local businesses and individual clients in Geneva, Switzerland, achieve their financial goals.
Under the leadership of founder Lambert Philipp Heinrich Kindt, our advisors have extensive experience working with local partners. We are dedicated to providing our clients with a deep understanding of the Swiss financial and regulatory environment. Whether you’re seeking retirement planning, investment management, tax planning or other financial services, we’re here to help.
For small and medium-sized local businesses in Geneva, we offer services designed to help you succeed, including budgeting and cash flow management, tax planning, business development, financial assistance, risk management and payroll and employee benefits management.
For individual clients, we offer personalised financial planning services tailored to your distinctive needs and goals, including retirement planning, investment management, tax planning and estate planning.
At Oval advisors, we’re committed to helping you achieve your financial goals and thrive in the Swiss economic landscape. Contact us today to learn more about how we can help you plan for a secure financial future.
Success doesn’t come easy. It requires hard work, dedication and a readiness to make personal sacrifices. But when you put in the effort, the rewards are worth it.
Lambert Philipp Heinrich Kindt
Local Work
At Oval Advisors, we’ve taken a page out of Lambert Philipp Heinrich Kindt’s book and are deeply committed to serving the Geneva community.
We believe that working with local partners is the key to helping small and medium-sized local businesses succeed and helping individuals achieve their financial goals.
We’ve had the honour of working with a wide range of businesses and individuals in Geneva, helping them navigate the local financial landscape and achieve financial security. Here are a few examples of how we’ve helped our clients:
We helped a small local restaurant develop a cash flow management plan to reduce expenses and increase revenue, resulting in a 25% profit increase in just six months.
We worked with a local manufacturing company to identify tax-saving opportunities and develop a comprehensive tax planning strategy, saving them over CHF 50,000 in taxes annually.
We helped a couple plan for their retirement by developing a personalised investment strategy considering their unique financial situation, resulting in a portfolio projected to generate enough income to support their retirement goals.
Business Services
At Oval Advisors, we provide various financial planning and advisory services to help our clients thrive.
We help our clients create a budget that accurately forecasts their income and expenses and a cash flow management plan to monitor and control the flow of cash in and out of their business.
Our team of experienced advisors provides comprehensive tax planning services to help our clients identify tax-saving opportunities and create a strategy to minimise their tax liabilities. We ensure that our clients comply with local tax laws and regulations.
We work closely with our clients to develop a growth strategy tailored to their unique needs and goals. Our services include market research, product development, geographic expansion and strategic partnership creation.
We help our clients secure financing to support their operations, growth and investment in new opportunities. Our team prepares financial statements, develops business plans and demonstrates our clients’ ability to repay loans to help them attain the required financing.
We identify and manage risks that could impact our clients’ financial well-being. Our services include creating a comprehensive risk management plan that protects their assets, maintains cash flow and ensures business continuity.
We manage our clients’ payroll taxes, employee benefits, retirement plans and other benefits, ensuring that they remain in compliance with local regulations. Our services help our clients save time and focus on growing their business.
Personal Services
At Oval Advisors, we offer a range of financial planning and advisory services designed to help individual clients in Geneva achieve their financial goals.
Our team helps clients plan for their financial needs during retirement, including identifying appropriate retirement income strategies, evaluating Swiss social security and health insurance benefits and managing retirement accounts.
We advise clients on managing their investment portfolios to achieve their financial goals, including developing personalised investment strategies, managing risk and monitoring investment performance in the context of Swiss regulations and markets.
Our team aids clients in preparing for the transfer of assets to their heirs or beneficiaries in compliance with Swiss inheritance laws and tax regulations, including drafting wills, trusts and other estate planning documents.
Our team helps clients create and manage a fixed-income portfolio that provides a reliable income stream, such as Swiss bonds, preferred stocks and other fixed-income securities.