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Financial planning is future planning. You may be at the start of your career, approaching middle age or already enjoying retirement. Either way, we’ll advise you based on your needs and will help you chart the best path to your goals. You’ll get the clarity you need to make the right financial decisions for your future.
New job? Family? Inheritance? Your financial needs change over time. That's why our advice always starts with your current life situation. Select your current life situation and the topics relevant to you:
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Many big events in life come with financial challenges. We’ll help you tackle them. Take the first step today and schedule a personal consultation.
Arrange a personal consultation
Ask the right questions
Analyze your financial situation with us
Optimize whatever you can
Arrange a personal consultation
Visit our nearest branch, call us or use our online form. You can also open 2nd and 3rd pillar products online.
Ask the right questions
Different aspects of private financial planning will require you to ask different questions. But the most important one is this: What goals do you want to achieve?
Analyze your financial situation with us
Using state-of-the-art financial tools, we can analyze your personal situation directly and show you custom solutions while guiding the decision-making process.
Optimize whatever you can
Our advisors have highly qualified experts at their side to offer you the very best solutions. As a result, you’ll get comprehensive future planning that identifies every opportunity to optimize your finances.
Leverage Credit Suisse’s wide-ranging expertise to find the right solution for you. Your advisor will confer with experts depending on whether you’ve come to us for financial advice, tax or inheritance consulting.
A good financial plan makes big ideas possible. Start your financial plan with us today. We’ll help you make your dreams come true.