Precaution
When it comes to pensions, there are many topics from which you can benefit financially.
Proper and early pension advice pays off and saves financial disappointment
With the right pension advice at an early stage, you can save a lot of money and avoid unpleasant surprises. Our experts will work out a pension solution tailored to your needs. Your personal goals and wishes are just as important as risk protection, retirement provision and income optimization.
What can you benefit from?
- Senior Consultant for illness and accidents
- Senior Consultant for daily sickness benefits
- Analysis of the existing solution with recommendation
- Change of insurance
- Pension fund advice
- Analysis of the existing solution with recommendation
- Setting up a management plan or executive management plan
- Change of pension fund
- Pension fund purchase combined with a dividend withdrawal depending on the situation
- Pension analysis (benefits in the event of disability, death and survival)
- Retirement planning (e.g. for early retirement, decision on pension or lump sum)
We are registered with Finma as an independent intermediary under registration no. 23488.
My team of experts will be happy to answer your questions, provide an analysis and make recommendations for your personal pension provision.
