The company offers services in the field of retirement planning and pension, particularly for individuals who have worked or are currently working in Switzerland. The core activities include:
* Recovery of funds from the 2nd pillar (BVG, funds, and pensions) for returnees to Portugal
* Planning of early retirement and pension
* Analysis and calculation of accounts since the beginning of the career
* Consulting and support for the restoration of LPP (Libre Passage) and asset management
* Creation of digital documents, such as insurance cancellation letters
* Mediation of insurance and loans
The company supports clients in planning and implementing their retirement provision and offers comprehensive services to ensure their financial security and satisfaction.