Change location

You are about to change the origin country from where you are visiting Credit-suisse.com.

*The country of origin is defined in your browser settings and may not be identical with your citizenship and/or your domicile.

Personal Financial Consulting

Our financial advice focuses on precisely those topics that are relevant to you: wealth building, financing, retirement. Wherever you may be heading, we’ll help you overcome the financial challenges along the way.

Benefits of Our Financial Consulting

Our financial consultations can take a few hours to several days, depending on scope and content.

like

Free initial consultation

Your first consultation is generally free, regardless of whether it’s for one general topic or a complete financial plan.

task

Comprehensive analysis

We will employ state-of-the-art financial tools to analyze your financial situation and find the right solution for you.

favourite

Support from experts

Consultation length varies depends on your needs. If necessary, we will bring in other experts as well.

What We’ll Discuss with You

When advising you on general topics, we will discuss a financial planning topic. We will show you appropriate options for action while describing the advantages and disadvantages.

  • Retirement provision

  • Voluntary purchase of pension benefits

  • Monthly pension or lump sum

  • Flexible retirement

  • Save on taxes thanks to a private pension

  • Real estate

  • Change of residence

  • Cohabitation or marriage

Plan Your Financial Future

Our financial advice varies depending on your needs. We work with you to analyze your assets and liabilities, your pension and your tax situation.

Missing Image alt text

Your Questions. Our Answers

We can help find answers to your questions in the following areas.

transfer

Your future needs

Do today’s investments and obligations also take my future needs into consideration?

navigation

Changes

What impact will personal or professional changes have on my financial situation?

profile

Private pension

Is my private pension provision appropriate for my personal, family, and professional circumstances?

time-2

Early retirement

What effect would early retirement have on me?

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 a Pension securities account ‒ 3rd pillar or a Savings with securities ‒ 3rd pillar account online.

Consultation

Preparation

Ask the right questions

Different aspects of financial planning will require you to ask different questions. But the most important one is this: What 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 seek support from highly qualified experts to offer you the very best solutions. That guarantees you a full financial plan that identifies every opportunity for optimization.

Planning and execution

3 Steps to Your Financial Consultation

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.

More Consulting Services

Life is challenging enough. Get informed financial advice from our experts and rely on our customized plans.

Inheritance consulting

Inheritance consulting

Make the necessary preparations today and rest easy tomorrow, knowing that everything has been taken care of.

Tax consulting

Tax consulting

The Swiss tax system offers many ways to lower your tax bill. We know how it’s done.