Financial and pension planning for private individuals: building assets, early retirement, withdrawing retirement savings, protecting dependents, and long-term tax optimization.
Independent Investment Advisory
Independent investment advisory for private individuals: an appropriate investment strategy, selection of providers, and assessment of existing investment solutions based on costs, risks, and returns.
Mortgage Advisory
Mortgage advisory for private individuals: financing solutions, cost optimization, and alignment with the individual’s tax strategy.
Wealth Office
Wealth Office for private individuals: structuring, coordinating, and optimizing all wealth matters independently of banks and wealth managers.
Retirement Solution / Pension Fund
Retirement solutions and pension fund advisory for companies: an appropriate BVG solution, review of the company’s own pension fund, and design of retirement benefits for employees.
Knowledge
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