Consultation
Arrange a personal consultation
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:
Higher education
Young professional
Professional
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.
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.
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?
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.
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.
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
We work with you to analyze your assets and liabilities, your pension and your tax situation.
Tax consulting
We’ll help you optimize the tax impact of your assets, liabilities, succession solutions and pension withdrawals.
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.