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Step 1: What Is My Current Financial and Pension Situation?
You have achieved many things and reached the pinnacle of your career. Over the next few years you would like to plan and prepare for your retirement. This also involves taking a look at your assets and pension provision to help you maintain the nest egg you have worked hard for.
Financial Check-Up
Credit Suisse's Financial Check-Up provides an initial range of proposals tailored to your individual situation relating to the following questions:
- Can I afford to take early retirement?
- Can I save more tax?
- Can I get financing for my dream home?
- How can I boost the return on my investments?
- What's the best way to bequeath my assets?
- Do my family and I have adequate protection in the event of disability/death?
Don't forget to take a good look at your pension situation when making your overall assessment. Our advisors will be happy to carry out an in-depth personal analysis for you.
Private Pension Provision
High earners in particular need adequate pension provision to bridge the predictable shortfall in income if they are to maintain the same standard of living after retiring. You can calculate your private pension needs using the Credit Suisse Pension Calculator for Regular Retirement or our Pension Calculator for Early Retirement.
Close Any Gaps in Your Pension Provision
There is a range of products that can help to bridge the shortfall in pension provision. The most obvious option is a private pillar 3a pension. Credit Suisse also offers a range of attractive savings products and investment products. Our advisors will be happy to provide you with further information.
You have a clear idea of your financial and pension situation - and you now want to know how you can optimize it.
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