You will encounter a multitude of challenges on your life path. Careful and long-term planning of your finances forms the necessary foundation on which your financial success is built.
Financial and pension planning for private individuals with Swiss domicile includes the following points:
- Overview fo the financial situation (income/expenses/assets)
- Decision support for retirement (ordinary/early/partial retirement)
- Decision-making aid for pension/lump-sum withdrawal
- Identification of income and pension gaps
- Purchase of pension fund / pillar 3a
- Affordability of mortgages in retirement
- Succession planning
- etc.
In cooperation with 
Our financial and pension concepts are developed in close cooperation with the Institute of Finance and Law at the University of Applied Sciences of Eastern Switzerland. On the one hand, this ensures maximum independence and professionalism for our clients. On the other hand, our interdisciplinary expertise in the areas of pensions, estates and succession as well as tax and law enables us to generate tangible added value.
We are also happy to assist you as a neutral and independent advisor with all your other wealth-related questions - be it the custodian bank, product analyses or choosing the right mortgage.
Our planning and advisory services cover the following points:
Financial & Pension Planning
Portfolio Analysis
