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Plan for a carefree retirement

Plan for a carefree retirement

Retirement may still seem far away. But by optimizing your pension provisions now, you can save on taxes and ensure you can maintain your standard of living when you retire.

Early Retirement

Early Retirement

You’re entertaining the thought of taking early retirement. Then you should look closely at your pension situation ahead of time. By taking action today, you can avoid the need to make compromises regarding your standard of living after retirement. We’ll help you plan for life after work so you can look ahead to a future free of financial worries. 

Plan for Retirement

Plan for Retirement

The sooner you plan for retirement, the easier it will be to enjoy it later and live out your days just the way you want. We’ll advise you on saving for retirement, lowering taxes, drawing your pension and picking the best time to retire.

Voluntary purchases of pension benefits (PDF)
Optimize Your Retirement Provision

Optimize Your Retirement Provision

It pays to voluntarily put aside additional money for retirement. Not only does it provide more financial freedom in retirement, but it lowers your taxes, too. We recommend supplementing your government and occupational pensions with a Pension account – 3rd pillar and our saving with securities plan. We’ll help you seize every opportunity to make sound provision for retirement.

Prepare for Mental Incapacity

Prepare for Mental Incapacity

No one wants to think about mental and physical decline in old age. With an advance directive, you can make provisions for mental incapacity. You can nominate someone to handle your affairs if you become legally incapacitated.

Advance Directive (PDF)

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Your Issues

Our advice – as distinctive as your needs. We look forward to talking to you. Select a topic and arrange a consultation.

Your Issues

Other Life Stages