The core activity of Tobler Conseil is consulting and planning in the field of social security and finance, particularly in retirement planning and optimization of the Swiss three-pillar system. The company offers services such as retirement planning, consulting on social security and financial matters, as well as the development of individual retirement plans.
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Industry:Financial Services
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Retirement planning advice
Create a structured retirement provision plan for the 2nd and 3rd pillars, with an overview of the three-pillar system, optimising retirement provision benefits and taxes.
Retirement planning
Comprehensive retirement planning with an overview of the three-pillar system, optimising retirement benefits and taxes, especially from age 50.
Financial advice
Advice on funds, stocks, bonds and index investments, as well as on tax optimisation and potential returns and risks.
Presentations on retirement provision and retirement planning
Presentations with concrete examples on retirement planning and retirement planning advice, at home, in the company or in a public setting, for small groups.
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