Benefits of Our Financial Consulting
Our financial consultations can take a few hours to several days, depending on scope and content.
Personal Financial Consulting
Our financial advice focuses on precisely those topics that are relevant to you: wealth building, financing, retirement. Wherever you may be heading, we’ll help you overcome the financial challenges along the way.
Free initial consultation
Your first consultation is generally free, regardless of whether it’s for one general topic or a complete financial plan.
Comprehensive analysis
We will employ state-of-the-art financial tools to analyze your financial situation and find the right solution for you.
Support from experts
Consultation length varies depends on your needs. If necessary, we will bring in other experts as well.
What We’ll Discuss with You
When advising you on general topics, we will discuss a financial planning topic. We will show you appropriate options for action while describing the advantages and disadvantages.
Plan Your Financial Future
Our financial advice varies depending on your needs. We work with you to analyze your assets and liabilities, your pension and your tax situation.
Your Questions. Our Answers
We can help find answers to your questions in the following areas.
Your future needs
Do today’s investments and obligations also take my future needs into consideration?
Changes
What impact will personal or professional changes have on my financial situation?
Private pension
Is my private pension provision appropriate for my personal, family, and professional circumstances?
Early retirement
What effect would early retirement have on me?
The Path to the Solution
Many big events in life come with financial challenges. We’ll help you tackle them. Take the first step today and schedule a personal consultation.
Consultation
Arrange a personal consultation
Preparation
Ask the right questions
Personal consultation
Analyze your financial situation with us
Planning and execution
Optimize whatever you can
Consultation
Arrange a personal consultation
Visit our nearest branch or call us. You can also open a Pension securities account ‒ 3rd pillar or a Savings with securities ‒ 3rd pillar account online.
Preparation
Ask the right questions
Different aspects of financial planning will require you to ask different questions. But the most important one is this: What do you want to achieve?
Personal consultation
Analyze your financial situation with us
Using state-of-the-art financial tools, we can analyze your personal situation directly and show you custom solutions while guiding the decision making process.
Planning and execution
Optimize whatever you can
Our advisors seek support from highly qualified experts to offer you the very best solutions. That guarantees you a full financial plan that identifies every opportunity for optimization.
More Consulting Services
Life is challenging enough. Get informed financial advice from our experts and rely on our customized plans.
Inheritance consulting
Make the necessary preparations today and rest easy tomorrow, knowing that everything has been taken care of.
Tax consulting
The Swiss tax system offers many ways to lower your tax bill. We know how it’s done.