Your topic around company, finances and pensions
Not every question fits into a package. We advise you on your concern and bill by time.
Who is individual consulting for?
You have a specific question
and need a sound assessment rather than a full report.
You have received an offer
for insurance or a pension solution and want an independent second opinion.
Your topic doesn't fit a package
But you still want a sound second opinion, calculation or assessment – we support you flexibly and independently.
Topics the self-employed bring to us
A selection. If your topic is not listed, write to us anyway.
Second opinion on an offer
Pension fund, daily sickness allowance, life insurance: we check whether benefits and price fit your situation.
Salary or dividend
For owners of a GmbH or AG: how the split affects taxes, AHV and the pension fund.
Buying into the pension fund
Whether a voluntary buy-in pays off for you, how much and when, with an eye on taxes and the company's liquidity.
Self-employed on the side
What changes for AHV, pillar 3a and insurance when you work self-employed alongside your job.
Process
How individual consulting works
Estimate of the effort
Consultation on your topic
Follow-up as needed
Price
Individual consulting
We bill the actual time spent on preparation, consultation and follow-up.
Before we start, we estimate the effort and tell you what to expect. If it looks like more work is needed, we get in touch before continuing.
Get in touchTell us what it is about
A few sentences are enough. We will get back to you within 24 hours with an assessment.
Frequently Asked Questions:
How is individual consulting billed?
By the actual time spent, at CHF 190 per hour. We estimate the effort beforehand so you know what to expect.
When is a package the better choice?
If you need to choose a legal form, the starter package fits better. If you want to put your finances and pensions in order as a whole, the advanced package with its report is the better framework. For choosing a pension fund there is the BVG analysis.
Does the consultation take place online or in person?
Both are possible: online or at our office in Rüti ZH.
Do you sell products?
No. We do not broker insurance or investment products and take no commissions. You pay our fee only.