Plan your retirement – understandably

Our retirement planning is your personal roadmap into retirement. In a first free strategy meeting (about 15 minutes) we clarify your current situation and goals. We then arrange a consultation (online or on site) that takes about 1.5 to 2 hours. Step by step we go through your financial situation: income, savings, AHV, pension fund, private pension and possible taxes. We show you what your financial future looks like, which options you have and what you can do concretely to be well prepared. At the end you receive a clear fact sheet with all important points and recommendations. You do not need any prior knowledge – we explain everything in plain language.

We are fully independent – that means no commissions, no products, no sales. Our consulting is geared 100% to your interests. You are at the centre, not an insurance product or a sales target.

No, you do not need to prepare – we guide you through the entire process, step by step. We start with a free strategy meeting by phone, where we clarify your current situation, open questions and your goals. On this basis we organize the consultation (online or on site), in which we go through all relevant topics in a structured and understandable way: AHV, pension fund, private pension, taxes, savings goals and possible retirement dates. Throughout the consultation we make sure you keep the overview at all times. At the end we summarize everything in a personal fact sheet – including concrete recommendations and the next steps on your way to retirement.

The earlier, the better. Ideally starting at age 50, but at least 5-10 years before planned retirement. The more time remains, the greater your flexibility.

Our retirement planning is aimed at people from around age 50 who want to prepare for retirement early, in a structured way and independently. Whether you are an individual or a married couple, shortly before retirement or with some time left – we adapt the consultation to your situation. Not sure whether this is the right choice? Book a free, no-obligation strategy meeting for an initial assessment by phone – without pressure.

CHF 1,390 for individuals and CHF 1,890 for married couples. This includes the free initial meeting, the consultation (online or on site), creation and evaluation of your preferred scenario, the personal fact sheet as well as follow-up work and basic clarifications. There are no hidden costs. If you have additional scenarios, clarifications or requests, we always inform you early and transparently about extra costs. That way you keep control over effort and price at all times.

You receive a personal fact sheet – a compact, clear overview with the key findings, concrete recommendations and next steps. You have everything essential at a glance, understandable and ready to implement.

Yes, on request we offer an annual update of your planning. Especially when your life or financial situation changes, a refresh makes sense – so that you stay on the right course.

Tell us directly. The plan is only complete once your questions are answered; we clear up open points afterwards at no extra cost.

No. We are completely independent, advise without sales intent and recommend no financial products. Your retirement plan is based solely on your needs.