Prime Invest AG is an independent financial advisory firm that consolidates services and products from banks, insurers and other providers. Its services include wealth accumulation and investment advice, pensions and insurance, retirement and financial planning, as well as real estate, mortgages and legal arrangements.
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Financial planning, wealth building and investment advice, retirement and insurance advice, pension planning, real-estate and mortgage advice, as well as legal arrangements.
Building and investing wealth
Modern investment solutions for systematic wealth accumulation, focusing on simplicity, transparency and effectiveness, as well as on a suitable return- and risk structure.
Retirement provision advice
Analysis of the provision situation, review of benefit shortfalls in the event of disability or death, and identification of overinsurance and potential cost savings.
Insurance advisory
Individual and ongoing support for insurance matters, continuous adjustment to needs and market conditions, as well as accompanying the process under a consulting and advisory mandate.
Pension planning
Comprehensive analysis of the situation, development of a retirement plan tailored to needs, and clarification of pensions, lump-sum withdrawals and early retirement.
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