Asio Finanz AG

Asset management mandates, analysis of the financial situation, individual investment strategy, ongoing portfolio monitoring and periodic reporting; on request also a special mandate with investment recommendations.

Financial and retirement planning for a retirement gap, purchases into the pension fund, annuity or lump sum, early retirement, deferral of retirement as well as a mandate for incapacity, a will and a living will.

Advice on occupational retirement provision for companies and executives, including 1e-Kadervorsorge, optimization of the over-mandatory portion, tax optimization and creation of purchase potential.