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Step 1: What Is My Current Financial and Pension Situation?
If you want to further optimize your assets, it is worthwhile reviewing your chosen investment strategy from time to time. A check-up of your current situation provides the perfect basis for sound financial planning.
Financial Check-Up
Use the Financial Check-Up (New Window) from Credit Suisse to gain an overview of your financial situation and find out how to optimize it. The Financial Check-Up will provide you with a range of individual options for making the most of your assets based on the following questions:
- Can I afford to take early retirement?
- Can I save more tax?
- Can I get financing for my dream home?
- How can I boost the return on my investments?
- Do my family and I have adequate protection in the event of disability/death?
For detailed advice, we recommend a free, no-binding consultation (New Window) at Credit Suisse.
Pension Provision as a Long-Term Way of Building up Assets
The more thoroughly you prepare for your retirement, the more security you will be able to enjoy. Systematic pension planning should therefore be an integral part of your investment strategy.
So-called pension gaps occur if your current pension solution does not guarantee that you will achieve your pension goals. There is a range of products that can help to bridge this shortfall. The most obvious option is
3rd pillar (New Window)
private pension provision. Another option is to purchase additional benefits in your occupational pension plan. Our advisors (New Window)
will be happy to assist you in finding the right solution.
Once you have a clear picture of your financial situation, you should start to think about your financial objectives. These will provide an initial basis for deciding how you could spread your assets across a range of asset classes.
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