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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.

Free initial consultation

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

Comprehensive analysis

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

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.

Your Questions. Our Answers

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

Your future needs

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


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

Private pension

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

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.


Arrange a personal consultation


Ask the right questions

Personal consultation

Analyze your financial situation with us

Planning and execution

Optimize whatever you can


Arrange a personal consultation

Visit our nearest branch or call us. You can also open a Pension securities account ‒ 3rd pillar or a Savings with securities ‒ 3rd pillar account online.

Consultation - arrange a personal consultation


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 - ask the right questions

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

More Consulting Services

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