Retirement Planning
Secure your standard of living even in retirement.
Problem & Challenge
Many people put off retirement planning or don't know where to start. The result: missed tax benefits, underestimated pension gaps, and financial uncertainty in old age. We make it simple.
Pension gap
Taxes
Complexity
Timing
Our services in detail
Comprehensive retirement planning for every stage of life
Holistic retirement analysis
A comprehensive analysis of your current situation across all three pillars (OASI, occupational pension fund and private retirement provision), identifying gaps and optimisation potential.
Pillar 3a optimisation
Maximum tax savings through optimal pillar 3a and 3b strategies with targeted staggering and investment strategy.
Occupational pension fund
Voluntary buy-ins into your pension fund and optimisation of your second pillar for higher retirement benefits and tax advantages.
OASI optimisation
Maximise your OASI pension through smart planning of the claim date and by avoiding contribution gaps.
Retirement planning
Detailed planning for a financially worry-free retirement, including early and partial retirement with tax-optimised withdrawal.
Long-term support
Ongoing support with annual reviews, adjustments for life changes, and optimisation through to retirement and beyond.
How we help you
Our proven 4-step process for your optimal retirement planning
Analysis & assessment
We record your current retirement situation across all three pillars (OASI, occupational pension fund, private provision) and analyse your pension gap as well as optimisation potential.
Strategy development
Based on the analysis, we develop a tax-optimised retirement strategy with concrete recommendations for pillar 3a, pension fund buy-ins, and OASI optimisation.
Implementation & optimisation
We support you through implementation: opening pillar 3a accounts, carrying out pension fund buy-ins, optimising your investment strategy, and tax coordination.
Ongoing support
Annual reviews of your retirement strategy, adjustments for life changes (marriage, children, job changes) and continuous optimisation through to retirement and beyond.
Your experts for retirement planning
A secure future – with a plan that fits your life
Boško Angov
CEO
Specialization: Steuern, Vorsorge, Versicherung, Vermögen, Immobilien, Nachlass
Calculate your pension gap
Find out how much you'll be missing in retirement and what you can do about it now
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