# Commission-Free Retirement Consulting – All Services | innoVorsorge AG

> All consulting services by innoVorsorge: pension planning, provision, budget, investing & mortgages. 100% independent, no sales agenda. Book now.

Adresse: https://www.innovorsorge.ch/en/consulting

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# Our Consulting Services

## Budget & Savings
CHF 690

Together we analyze and optimize your budget, identify savings potential and independently create your concept for sustainable wealth building.

- Budget Analysis
- Budget Optimization
- 3-Pillar System
- Savings System

[Book a strategy meeting](https://www.innovorsorge.ch/en/strategy-meeting)[Learn more](https://www.innovorsorge.ch/en/budget)

## Provision & Protection
from CHF 990

Get an independent, comprehensive overview of your provision and protection situation and receive concrete, sustainable recommendations.

- Financial Goals
- Existing Provision Solutions
- 3-Pillar System
- Disability & Death Protection

[Book a strategy meeting](https://www.innovorsorge.ch/en/strategy-meeting)[Learn more](https://www.innovorsorge.ch/en/provision)

## Investing
CHF 790

In a comprehensive consultation, we clarify the basics of asset classes, develop your long-term strategy and set up your investment system together – ready for your wealth building.

- Asset Class Education
- Investment Plan Development
- Broker/Bank Comparison
- Practical Tips & Tricks

[Book a strategy meeting](https://www.innovorsorge.ch/en/strategy-meeting)[Learn more](https://www.innovorsorge.ch/en/investing)

## Retirement & Financial Planning
from CHF 1,390

A comprehensive analysis of your financial situation, optimization of your AHV and pension fund benefits, tax strategies and an individual action plan that is easy to understand.

- Comprehensive Financial Analysis
- Tax Strategy Calculation
- Clear Action Plan
- Guidance Until Retirement

[Book a strategy meeting](https://www.innovorsorge.ch/en/strategy-meeting)[Learn more](https://www.innovorsorge.ch/en/retirement-planning)

## Real Estate & Mortgages
by the hour

Find the best financing for your property with transparent mortgage comparisons, support with negotiations and individual advice on affordability, interest rates and amortization.

- Financing Review
- Offer Collection
- Interest Rate & Product Comparison
- Negotiation Support

[Book a strategy meeting](https://www.innovorsorge.ch/en/strategy-meeting)[Learn more](https://www.innovorsorge.ch/en/financing)

## Individual Consulting
by the hour

- Family Finances
- Workload Consulting
- Property Regime & Marriage Finances
- Bank Meeting Support
- Insurance Meeting Support
- Second Opinions
- Your Topic

[Book a strategy meeting](https://www.innovorsorge.ch/en/strategy-meeting)[Learn more](https://www.innovorsorge.ch/en/individual)

## Budget & Savings
CHF 690

Together we analyze and optimize your budget, identify savings potential and independently create your concept for sustainable wealth building.

- Budget Analysis
- Budget Optimization
- 3-Pillar System
- Savings System

[Book a strategy meeting](https://www.innovorsorge.ch/en/strategy-meeting)[Learn more](https://www.innovorsorge.ch/en/budget)

## Provision & Protection
from CHF 990

Get an independent, comprehensive overview of your provision and protection situation and receive concrete, sustainable recommendations.

- Financial Goals
- Existing Provision Solutions
- 3-Pillar System
- Disability & Death Protection

[Book a strategy meeting](https://www.innovorsorge.ch/en/strategy-meeting)[Learn more](https://www.innovorsorge.ch/en/provision)

## Investing
CHF 790

In a comprehensive consultation, we clarify the basics of asset classes, develop your long-term strategy and set up your investment system together – ready for your wealth building.

- Asset Class Education
- Investment Plan Development
- Broker/Bank Comparison
- Practical Tips & Tricks

[Book a strategy meeting](https://www.innovorsorge.ch/en/strategy-meeting)[Learn more](https://www.innovorsorge.ch/en/investing)

## Retirement & Financial Planning
from CHF 1,390

A comprehensive analysis of your financial situation, optimization of your AHV and pension fund benefits, tax strategies and an individual action plan that is easy to understand.

- Comprehensive Financial Analysis
- Tax Strategy Calculation
- Clear Action Plan
- Guidance Until Retirement

[Book a strategy meeting](https://www.innovorsorge.ch/en/strategy-meeting)[Learn more](https://www.innovorsorge.ch/en/retirement-planning)

## Real Estate & Mortgages
by the hour

Find the best financing for your property with transparent mortgage comparisons, support with negotiations and individual advice on affordability, interest rates and amortization.

- Financing Review
- Offer Collection
- Interest Rate & Product Comparison
- Negotiation Support

[Book a strategy meeting](https://www.innovorsorge.ch/en/strategy-meeting)[Learn more](https://www.innovorsorge.ch/en/financing)

## Individual Consulting
by the hour

- Family Finances
- Workload Consulting
- Property Regime & Marriage Finances
- Bank Meeting Support
- Insurance Meeting Support
- Second Opinions
- Your Topic

[Book a strategy meeting](https://www.innovorsorge.ch/en/strategy-meeting)[Learn more](https://www.innovorsorge.ch/en/individual)

All consulting is independent and individually tailored to your needs