innoVorsorge AG provides independent and transparent retirement and financial planning advice for employees. Services include pension and financial planning, budgeting and saving, insurance and retirement provision, investment and mortgage advice, plus digital resources such as budget calculators, a pension fund test and factsheets.
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Industry:Fiduciary Offices
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Pension planning with analysis of AHV, pension fund, pillar 3a, income, savings and taxes; personal factsheet and concrete recommendations to prepare for retirement.
Budget & Saving
Budget analysis and savings advice for individuals and couples; review expenses and income, identify savings potential, set savings goals and develop a concrete savings plan.
Provision & Coverage
Analysis of your provision situation across all three pillars; review existing insurance, identify coverage gaps for illness, accident, disability or death, and show optimisation options.
Investing & Investment
Independent investment advice as education, guidance, comparisons and coaching; explain investment options such as ETFs, funds and stocks, compare platforms and support your entry into investing.
Real Estate & Mortgages
Independent support for financing and mortgages; review financing, compare providers, negotiate terms and guide you in choosing the mortgage type and term.
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