Seon · Canton of Aargau
Insurance.Pensions.Tax.
Independent advice for private clients. You speak to William Diana himself, not to a call centre.
- 20+
- Years of experience
- SFBV
- Member
- CAS
- HWZ qualification
Five areas. One person to talk to.
Insurance, pensions, tax, wealth and property financing all pull on each other. Optimise them one at a time and you leave money behind. So we look at them together.
- 01Insurance optimisation
- 02Pensions and retirement planning
- 03Tax and tax returns
- 04Building wealth
- 05Property financing
Someone you have trusted for years.
William Diana founded the firm because he believed financial advice could be more human. Today he runs three specialised companies and still answers the phone himself to many clients.
I tell you what I honestly think. Not what you might want to hear.About us
Excellent advice with a great result! Flexible and competent, I have been a client for twenty years. The staff and the boss are very friendly. Top service at a fair price!
What you are probably wondering.
What does a first conversation cost?
The first conversation is free and without obligation. It establishes what the matter is and whether we can actually help you. Only once a mandate arises do we discuss fees, and we do that beforehand, in writing and transparently.
Are you tied to one insurance company?
No. We advise independently and compare across several providers. We inform you transparently about any commissions, within the scope of the statutory disclosure obligations.
Do you only work in the canton of Aargau?
Our office is in Seon and most clients come from the region. We are able to advise throughout Switzerland. For tax returns the canton of residence does matter, and we clarify that in the first conversation.
How do you differ from the other two WD companies?
William Diana Consulting advises private clients on financial and insurance matters. WD Consulting GmbH handles bookkeeping and payroll administration for SMEs. WD Immobilien & Finanz GmbH looks after the purchase, management and financing of property. Same address, same team behind it, clearly separated responsibilities.
How long does a pension analysis take?
Allow around ninety minutes for the appointment, plus preparation time. You will need your current pension fund statement, your OASI (AHV) statement and details of any existing Pillar 3a. You receive the result in writing.
Can I send my documents digitally?
Yes. For confidential documents we provide a protected upload on request. Please do not send pension or tax documents by unencrypted email.
Questions? We are on the phone.
No form needed. Just give us a call.