Plan your retirement – understandably
Comprehensive analysis of your financial situation, optimization of AHV and pension fund benefits, tax strategies and a clear action plan.
Who is this consulting for?
If you are over 50
and want your retirement planned by an independent and competent partner.
If you have questions
about pension fund, taxes, buy-ins, early retirement or other provision topics.
If you want to be sure
that you receive a recommendation based on your situation and not on a future sales opportunity.
What do we discuss?
Everything that matters for your financial future
Personal retirement strategy
Staggered withdrawal, capital or pension decision, buy-in strategies, early retirement
Tax and liquidity optimization
Before and after retirement, considering all income sources
Holistic 3-pillar view
AHV, pension fund and private provision in a comprehensive view
Process – in 3 steps
15-minute strategy meeting
In a no-obligation conversation we get to know each other and discuss your goals and questions.
Personal consulting
Together we analyze your financial situation, develop your retirement strategy and create an action plan.
Follow-up support (optional)
After the consultation you receive concrete recommendations. If needed, we support you until retirement.
Investment in your retirement
Transparent prices for our independent consulting
Starting from
Comprehensive retirement & financial planning with action plan and support until retirement.
Independence matters
Retirement planning is often offered free of charge by banks and insurance companies – but these advisors are paid through commissions on products. True independence ensures your retirement plan truly fits you – not a provider's sales targets.
Your retirement begins with this step
Get to know us without obligation and let us find out whether and how we can support you.
Frequently Asked Questions:
What exactly is retirement & financial planning?
Retirement & financial planning is a comprehensive 60- to 90-minute online consultation for individuals and couples approaching retirement. We analyze your entire financial situation, optimize AHV and pension fund benefits, develop tax strategies and create a clear, understandable action plan.
When should I start retirement planning?
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.
Who is retirement planning suitable for?
For anyone over 50 who wants their retirement planned by an independent partner. Also for younger people who want to start their provision early and build long-term wealth.
What does retirement planning cost?
From CHF 1,390 for individuals. For couples from CHF 1,490.
Will you sell me any products during the consultation?
No. We are completely independent, advise without sales intent and recommend no financial products. Your retirement plan is based solely on your needs.