Building up capital for old age so that you can enjoy your pension.

With the current form of the pension system in Switzerland, the statutory and occupational pension will not be sufficient for many to be able to maintain the usual standard of living in old age. That is why it is crucial to lay the essential foundations for your retirement early on.

Now is the time to think about the future

Depending on the financial situation, it might be advisable to make private provision and to build up capital for old age so that you can enjoy the pension as you wish. There are different ways of doing this, but the basic rule is: the earlier pension provision is started, the higher the capital saved will be. We offer you advice on planning and optimizing your assets, taking your concerns and needs into account, and to devise an action plan ready for you to put into practice.

Retirement Planning

Our retirement planning is based on benefits that you can expect from state, occupational and private pension plans, taking into account that your financial wishes and goals change during your life.

How we help our clients

  • Needs analysis
  • Determination of expected pension
  • Closing pension gaps