Veritas Finance AG provides financial advisory and investment services to private clients and businesses, including individual financial planning, wealth planning, portfolio management, pension and retirement planning, insurance advice and tax planning.
Individual financial planning for private individuals and companies, including analysis of the starting situation, definition of goals, development of strategy and ongoing support with financial decisions.
Wealth planning
Wealth planning for the long-term allocation, safeguarding and development of capital, including diversification, risk balancing, liquidity planning and ongoing optimisation.
Retirement and pension planning
Retirement and pension planning for the AHV, the pension fund and Pillar 3a, including analysis of provision gaps, tax aspects and structuring of the transition into retirement.
Insurance advice
Insurance advice for private individuals as well as companies and self-employed persons, including analysis of existing policies, closing coverage gaps, avoiding overinsurance and cost optimisation.
Tax planning
Tax planning to optimise tax burden, deductions and asset structure, including business tax matters as well as planning for succession and inheritance.
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