Our services
Retirement Planning
Preparing for retirement requires visibility of your future income and financial needs. We draw up a personalized plan covering your 1st, 2nd and 3rd pillars, to anticipate any gaps and put in place concrete measures to ensure a serene and comfortable retirement.
Pension Analysis
We carry out a comprehensive analysis of your current and projected benefits, as well as your vested benefit assets. This study enables us to identify any gaps, calculate your future needs and propose appropriate solutions, whether to adjust your contributions, invest in complementary products or optimize your existing assets.
Mortgage
We help you structure and obtain the mortgage solution best suited to your situation. Thanks to our expertise in the market and our knowledge of the Swiss banks' offers, we can compare the conditions available, optimize your rates and help you with all the administrative formalities to secure your financing.
2nd Pillar Assets Search
If you've changed employer or lost track of certain assets, we can help you find them. We identify all your BVG accounts, including those that have been forgotten or remain unclaimed, and help you transfer or consolidate them in a suitable solution, so that you can take full advantage of your acquired rights.
Get advice
Make a free appointment with one of our financial planning experts for personalized advice.
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