Financial and pension planning

Financial and pension planning – start planning your future today

Put your pension in safe hands

Your pension is already our top priority. Our financial and pension advisors will help you to prepare and implement a financial plan – for a secure future!

Our experienced financial and retirement planning experts are on hand to offer comprehensive advice on all pension-related matters. In our quest to identify a suitable and customised solution for you, we address your needs and your specific situation and develop a plan to suit every lifestyle. We focus on your plans and wishes for the future in order to find the right pension, retirement and estate planning solutions for you.


Our financial and pension planning services

Contact us

Contact us simply by telephone or by using the contact form.
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The minimum amount for domicile Germany is CHF 250,000. 
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