assetvision AG provides independent financial and pension planning services for individuals and companies, including financial planning, occupational pension (BVG), private pension (pillar 3a/3b), mortgage and insurance advice. Services include holistic analysis, provider comparisons and implementation support via a network of partners; the advisors are FinSA-registered and the firm is supervised by FINMA.
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Pension planning, retirement planning, real estate and mortgage advice, legacy and care directives, tax optimisation, investment and insurance-related planning.
Occupational Pension
Vested benefits, occupational pension plans for companies, cadre pension plans for management employees, with guidance on providers and customised second-pillar solutions.
Private Pension
Pillar 3a and 3b consulting, disability pension coverage, and life insurance solutions with provider comparisons and needs-based guidance.
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