Our commitment is to you.
Our approach combines knowledge of the Swiss system with a close look at the reality of each person or family.
An approach based on understanding and support
It's not just about completing paperwork or answering specific questions. Our job is to help you understand how the different elements of the Swiss system fit into your daily life.
This way you can make decisions with more confidence, avoiding improvisation and gaining peace of mind in the long term.
Clear explanation of how the Swiss system works
Guidance tailored to each personal or professional situation
A global vision that connects different aspects of your life
Support when circumstances change
How do we work with you?
Every person or family has a different reality. That's why our work begins by listening to and understanding your context.
1
Understanding your personal or professional context
2
Explain how the Swiss system works
3
Identify priorities and possible options
4
To accompany you in important decisions
Lucirene Rocha
Founder and CEO of Proxi Conseils
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Lucirene Rocha de Abreu is the founder and director of Proxi Conseils et Courtages Sàrl, a Lausanne-based firm that supports families, entrepreneurs, and foreigners in Switzerland with a strategic, human, and personalized approach.
Their mission is to help their clients optimize their tax situation within the legal framework, find peace of mind regarding insurance, and understand the financial rules of the Swiss system, so they can move forward with clarity, confidence, and security.
With an international background, experience in taxation and insurance, and fluency in Portuguese, Spanish, French, English, and Italian, Lucirene offers close and high-level support, tailored to a local and international clientele.
She began her career in 2011, founded Proxi Conseils in 2013, and since 2017 has been fully dedicated to her work as an independent entrepreneur. She is also a mentor for CFC apprentices, a writer, a speaker, and an adult educator.
It has the Federal AFA Certificate, Cicero recognition no. 21304, individual FINMA registration no. F01149765, while Proxi Conseils et Courtages Sàrl is registered with FINMA under no. F01163065.
Beatriz Ibáñez
Administrative and Customer Relations Manager
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As the Administrative and Customer Relations Manager, I coordinate and monitor files, ensuring rigorous management and clear communication. I guide clients step-by-step to facilitate their procedures and provide a seamless experience. My experience in the insurance sector and a thorough understanding of Swiss administrative procedures allow me to bring an organized and pragmatic approach to my daily work. Finally, as a native Spanish speaker, I offer personalized support to Spanish-speaking clients, helping them understand each stage and complete their transactions with complete confidence.
Lucirene Rocha
Founder and CEO of Proxi Conseils
Proxi Conseils is run by Lucirene, an advisor with an international background and extensive experience supporting individuals and families in Switzerland.
Originally from Brazil and a citizen of the world, Lucirene has developed her career in a multicultural environment. She speaks Portuguese, Spanish, French, English, and Italian, which allows her to work with an international clientele and with many of the people who come to Switzerland to begin a new personal or professional chapter.
Between 2011 and 2017, she worked at a company specializing in taxation and insurance, where she gained extensive experience within the Swiss system. During those years, she observed that, in many cases, the advice provided was limited to resolving specific procedures without offering a broader perspective that would truly help people make better decisions.
With that conviction, in 2017 he founded Proxi Conseils in Lausanne, with the idea of offering a different approach: close, transparent support adapted to each personal reality.
Their job is to help their clients better understand how different aspects of the Swiss system work — from insurance and tax obligations to decisions that affect personal or family life — so that they can make decisions with greater clarity and confidence.
More than just a one-off advisor, their goal is to become a trusted ally, capable of accompanying each client through different stages of their life in Switzerland, offering guidance, clear explanations, and a global vision that allows them to move forward with peace of mind.
If you'd like to know how we can help you, we'd be happy to talk to you.
An initial conversation can help you better understand how to approach some aspects of the Swiss system according to your personal or professional situation.