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As a financial planning and advisory firm, Oval Advisors helps Geneva, Switzerland, small and medium sized businesses as well as individuals achieve their financial goals. We understand that navigating the economic landscape can be challenging, whether you’re a business owner or an individual seeking financial security. Our financial services are tailored to meet the unique needs and goals of each client.
Under the leadership of founder Lambert Philipp Heinrich Kindt, our advisors have extensive experience working with local partners. We are committed to providing our clients with a thorough understanding of the Swiss financial and regulatory environment. Whether you need retirement planning, investment management, tax planning or other financial services, we can assist you.
Small and medium-sized businesses in Geneva can benefit from our services, including budgeting and cash flow management, tax planning, business development, financial assistance, risk management, payroll, and employee benefits.
We offer personalised financial planning services tailored to your unique needs and goals, including retirement planning, investment management, tax planning, and estate planning.
Contact Oval Advisors today to learn how we can help you plan for a secure financial future. We’re committed to helping you reach your financial goals.
The Founder of Our Company
It has been over a decade since Lambert Philipp Heinrich Kindt founded Oval Advisors, a successful financial advisor in Switzerland. Through his hard work and dedication to the financial planning industry, he has gained a reputation for his diligence, professionalism, and attention to detail.
In his early twenties, Kindt moved to Switzerland to pursue a career in finance. He attended the University of Zurich and graduated with a degree in banking and finance. After graduation, he worked for UBS, one of the largest financial services firms in Switzerland and around the world, gaining valuable experience in the industry.
In 2012, Lambert Philipp Heinrich Kindt started his own advisory firm on a much more local and personal scale. Starting from scratch, he worked long hours and made personal sacrifices in order to ensure the needs of his clients were met, and his company succeeded. With a few loyal clients and a passion for success, he established Oval Advisors.
His commitment to his clients is evident in how he interacts with them. He takes the time to understand their unique needs and works closely with them to develop customised solutions that meet their specific goals. Due to his personal approach, his clients often refer him to others in need of financial planning and advisory services.
His success as a financial advisor in Switzerland is a testament to his character, values, and commitment to his clients’ success. Lambert Philipp Heinrich Kindt is a shining example of what can be accomplished through hard work, dedication, and passion.
Kindt himself has stated,
“Success requires hard work, dedication, and the willingness to make personal sacrifices, but the rewards are worth it when you do.”
Work on the local level
We at Oval Advisors are deeply committed to serving the Geneva community like Lambert Philipp Heinrich Kindt did. In order to help small and medium-sized local businesses succeed and individuals reach their financial goals, we believe in partnering with local partners.
Here are a few examples of how we’ve helped businesses and individuals in Geneva navigate the local financial landscape and achieve financial security:
Our cash flow management plan helped a small local restaurant increase revenue and reduce expenses, resulting in a 25% profit increase in just six months.
An annual tax savings of CHF 50,000 was achieved by identifying tax-saving opportunities and developing a comprehensive tax planning strategy for a local manufacturing company.
An investment strategy tailored to a couple’s financial situation resulted in a portfolio projected to generate enough income to support their retirement goals.
SERVICES FOR BUSINESS
Providing financial planning and advisory services to our clients is what we do at Oval Advisors.
We help our clients create a budget that accurately forecasts their income and expenses as well as a cash flow management plan that controls and monitors the flow of cash into and out of their business.
As part of our comprehensive tax planning services, our advisors help clients identify tax-saving opportunities, create a strategy to minimise their tax liability, and ensure that local tax laws and regulations are met.
Market Research, Product Development, Geographic Expansion, and Strategic Partnership Creation are some of the services we provide to our clients.
Finance: We assist our clients in securing financing for their business operations, growth, and investments. To obtain the required financing, our team prepares financial statements, develops business plans, and proves our clients’ ability to repay loans.
Our risk management services include the creation of a comprehensive risk management plan that protects assets, maintains cash flow, and ensures business continuity for our clients.
Managing payroll taxes, employee benefits, retirement plans and other benefits helps our clients save time and focus on growing their businesses.
SERVICES FOR PERSONS
In Geneva, Oval Advisors offers a range of financial planning and advisory services.
Identifying appropriate retirement income strategies, evaluating Swiss social security and health insurance benefits, and managing retirement accounts are all part of our retirement planning services.
We advise clients on managing their investment portfolios to achieve their financial goals, including developing personalised investment strategies, managing risk, and monitoring investment performance within the context of Swiss market regulations.
We assist clients in preparing wills, trusts and other estate planning documents to transfer assets in compliance with Swiss inheritance laws and tax regulations.
Investments in fixed-income securities, such as Swiss bonds, preferred stocks, and other fixed-income securities, are managed by our team.
