Advice and Products Financial Consulting
When it comes to planning your financial future, the sooner, the better. The key is the full consideration of your individual situation.
There is no "one size fits all" in financial consulting. We work with you to analyze your assets and liabilities, your pension, your tax situation, and much more. Using state-of-the-art financial tools, we can determine your personal situation directly and show you custom solutions while guiding the decision-making process, leaving you free to concentrate on what the future holds.
- Enjoy Your Wealth – Systematically (PDF)
- Pension or Lump Sum? (PDF)
- Staggered Retirement (PDF)
- Voluntary Purchases of Pension Benefits (PDF)
- Differences between Cohabitation and Marriage (PDF)
- Intercantonal and International Change of Residence (PDF)
- Risk Coverage in the Event of Death or Earnings Incapacity (PDF)
- Financial Future. Key Aspects of Planning for Your Retirement (PDF)