OLIE ADVISORY SARL
Tailored financial solutions
MY
SERVICES
Comprehensive support for your real estate project: choosing financing, amortization strategy and finding the most advantageous conditions.
MORTGAGE FINANCING
INVESTMENTS
Analysis of your investment needs and guidance towards investment solutions adapted to your profile, your objectives and your investment horizon.
TAX OPTIMIZATION
Tax optimization strategies for self-employed individuals and business owners using 1st pillar plans and framework plans for the 2nd pillar, and 3rd pillar 3a/3b for individuals.
RETIREMENT PLANNING AND INSURANCE
Analysis of your occupational pension plan (LPP), optimization of contribution buybacks, and payout strategy (lump sum vs. annuity).
INSURANCE SOLUTIONS
Comprehensive review of your insurance coverage and implementation of tailored solutions (life, health, wealth, and professional protection).
A holistic view of your finances
I support private clients, independent professionals and companies in all aspects of their financial lives. From retirement planning to real estate, including insurances and wealth management.
OLIVIA ZUFFEREY
Founder & Financial Advisor
A graduate of HEC Lausanne and holder of the AFA (Chartered Financial Analyst) diploma, I began my career in private banking, then worked with asset managers before joining Swiss Life Select for seven years.
In 2026, I founded Olie Advisory Sàrl to offer comprehensive and personalized financial advice.
My specialty: assisting private clients, independent professionals and companies in optimizing their retirement planning, investments, real estate financing, and insurances.
Based in Geneva, I work throughout Switzerland with a transparent and solutions-oriented approach.
