Asset planning for mid-career professionals
Achieve your financial goals. We can advise you on optimizing taxes, saving for a big-ticket purchase, investing your inheritance, and more.
Saving
An efficient saving plan is based on monthly saving, current funds and your personal risk tolerance. Come to us to work out your own personal savings strategy.
Investing
Use our knowledge of the investment market to make the right decisions. You determine how often we’ll meet, how exhaustive our consultations will be and how your portfolio will be monitored.
Saving for retirement
Switzerland’s pension system includes government and occupational pensions (first and second pillar) as well as voluntary private pensions (third pillar). We will advise you on your options.
Build Reserves
Regularly set a portion of your income to the side to build up a rainy-day fund. You’d be surprised at what you can accomplish, even with small sums. We’ll sit down with you to work out your savings goals. Contact us for a consultation.
