Welcome to ProBudget

Your economic advisor

Over 30 years of experience at your service in Tax, Real Estate, and Insurance.
We support you with personalized advice and recognized expertise to optimize your finances, secure your projects, and enhance the value of your assets.

Services

ProBudget is an independent and neutral organization that provides its clients with the means to achieve their financial goals through comprehensive, simple, and transparent solutions.

We continue to pay careful attention to our organization to ensure we can offer you top-quality service.

Taxation

Real Estate

Insurance

Tax return, tax strategy.
Check-list

Mortgage financing, brokerage, development.

Analysis, optimization, foresight.

Budget

Investments

Loans

Expense reduction & capital planning

Funds, structured products.

Mortgages, private & construction loans

Fiduciary

Accounting, companies.

Fiscalité-ProBudget

Taxation

Tax return, tax strategy.
Check-list

 

Immobilier-ProBudget

Real Estate

Mortgage financing, brokerage, development.

Assurance-ProBudget

Insurance

Analysis, optimization, foresight.

Budget-ProBudget

Budget

Expense reduction & capital planning

Placement-ProBudget

Investments

Funds, structured products.

Credit-ProBudget

Loans

Mortgages, private & construction loans

Fiduciaire-ProBudget

Fiduciary

Accounting, company administration

Optimize my health insurance

Compare, adjust your deductible, and review your coverage before the end of the year.

Gather the useful information about your current policy, your premiums, your claims or contributions, as well as your needs (primary doctor, medication, travel).
Our advisors are here to help you analyze your situation and find the most advantageous solution.

Fees

ProBudget

Tax return
starting at

CHF 150

 

A simple tax return includes income without securities, debts, or real estate, with medical expenses calculated by you.

ProBudget
ProBudget

Tax return
starting at

CHF 150

 

A simple tax return includes income without securities, debts, or real estate, with medical expenses calculated by you.

ProBudget

Fees

Verification of tax assessments and possible appeals (included)

In addition

Statements of Securities

CHF +50

Statements of Debts

CHF +50

Real estate (rental value)

CHF +50

Modification of advance payments

CHF +30

Mortgage financing

CHF 0.-

No fees charged to the client, remuneration by banks/insurances

Insurance

CHF 0.-

You will not have to pay any fees.
Insurance companies cover our fees.

Real estate brokerage

3%

Commission on the selling price

Team

Christophe-Brodard-ProBudget

Christophe Brodard

Director

Founder of ProBudget, Christophe has been an independent professional since 1996, coming from the private banking sector. As a FINMA-approved insurance broker, he supports his clients with rigor and discretion, providing them with personalized advice on taxation, insurance, and real estate. Thanks to ongoing training in these areas and a comprehensive understanding of how they interact, he guarantees expertise that is always up-to-date, consistent, and relevant.

Fabio-Garcia-ProBudget

Fabio Garcia

Mortgage financing specialist

An IAF graduate and trainer, Fabio draws on more than 15 years of experience in banking to support his clients with expertise and kindness.
Appreciated for his listening skills, empathy, and the quality of his advice, both personal and technical, he is now recognized as “ProBudget’s Mortgage Expert.”

Gregory-Perroud-ProBudget

Grégory Perroud

Accountant with federal certification

Grégory is an accountant at ProBudget and holds federal certification. He stands out for his precision, professionalism, and thoroughness in following up on cases. Kind and always attentive, he supports clients with rare kindness, in a spirit of trust and clarity.

BRODARD Immobilier SA

Our real estate properties

Contact

ProBudget

Avenue de Chailly 7
Case postale 77
1000 Lausanne 12

ProBudget SA

Route de la Combaz 48
Résidence Clair Azur B n°93
3963 Crans-Montana

Form

ProBudget

ProBudget SA

Logo-ProBudget

ProBudget SA is licensed as an insurance intermediary by FINMA under registration number F01352211.

Cicero

ProBudget

Avenue de Chailly 7
Case postale 77
1000 Lausanne 12

Extrait RC

ProBudget SA

Route de la Combaz 48
Résidence Clair Azur B n°93
3963 Crans-Montana

Extrait RC