How to retire stress-free

Planning your pension

You should start to tackle this topic around 10 years before your retirement. This is the moment you will determine your financial situation in the last big chapter of your life. Topics like taxes, inheritance, capital and the level of your pensions will play an important role. Your financial security and a high standard of living after the retirement should not be left to chance, every third Swiss person has a pension gap.

We offer advice on the following topics:

During your personal consultation you will receive answers to the following questions:

Useful links and documents

Financial consultation checklist

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Financial consultation checklist

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