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Financial Planning

Financial Planning. For Whatever May Come

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.

Your Life. Our Advice

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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Higher education

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Young professional

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Professional

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Retirement

The Path to the Solution

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.

Consultation

Arrange a personal consultation

Preparation

Ask the right questions

Personal consultation

Analyze your financial situation with us

Planning and execution

Optimize whatever you can

Consultation

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.

Consultation

Preparation

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? 

Preparation

Personal consultation

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. 

Personal consultation

Planning and execution

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.

Planning and execution
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Our Advisory Service

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.

Financial consulting

Financial consulting

We work with you to analyze your assets and liabilities, your pension and your tax situation.

Tax consulting

Tax consulting

We’ll help you optimize the tax impact of your assets, liabilities, succession solutions and pension withdrawals.

Inheritance consulting

Inheritance consulting

Need an advance directive, will, marriage or inheritance contract? Our inheritance consultants outline the legal framework conditions so you can organize your personal, family, and business situation.

3 Steps to Your Consultation

A good financial plan makes big ideas possible. Start your financial plan with us today. We’ll help you make your dreams come true.

01

Select topic

Educate yourself about the issues that matter for your financial plan. Write down your questions, goals and expectations for the personal consultation.

02

Arrange an initial consultation

Go to your branch, call us or use our online form. Tell us which financial issues you are seeking advice for.

03

Start financial consultation

We’ll arrange a one-on-one meeting with you. At this initial meeting, which is free of charge, we’ll work with you to analyze your questions and determine the next steps.