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© 2026 cohaga AG · All Rights Reserved · St. Gallen, Switzerland · Imprint745,887 companies indexed · Last updated: today
DirectoryFinance & InsuranceExternal Asset ManagementKlotenVPZ Vermögens Planungs Zentrum AG
VPZ Vermögens Planungs Zentrum AG Logo
Verified· 5 sourcesOwner confirmed
Last updatedSeptember 5, 2026
Summary

About the company

VPZ Vermögens Planungs Zentrum AG bietet unabhängige Finanz-, Vermögens- und Steuerberatung sowie Pensions- und Nachlassplanung an. Das Unternehmen erbringt ganzheitliche, persönliche Beratungsleistungen zu Vermögens- und Vorsorgefragen und ergänzt diese durch Dienstleistungen wie Immobilienberatung, Pflegeheimkostenplanung sowie Unterstützung bei Umzügen und Strukturierungsfragen im Ausland.

AI-generated
Presence

Service area

Offering

Products & services

Industry:External Asset Management
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Trust Score4.9/5

VPZ Vermögens Planungs Zentrum AG

Family Offices
Fiduciary Offices
Financial Services
Funds & Investment Companies
Insurance Brokerage & Consulting
Pension Funds
✓ Offered10
Wealth advisory
Wealth analysis and wealth optimisation, budget and liquidity planning, wealth building and expansion, cost and fee optimisation, bank-independent custody account and securities analysis.
Retirement planning
Retirement forms, pension fund with pension or capital withdrawal, tax optimisation up to retirement, affordability of mortgages in retirement, inheritance and estate arrangements, AHV benefits and contribution obligations.
Tax advisory
Residential address review and tax implications, utilisation of available deduction options, mortgage financing with imputed rental value and interest on debt, pension fund buy-ins, splitting of capital payout taxes.
Provision planning
Analysis of under- and over-insurance, pillars 3a and 3b, provision protection in case of inability to work, invalidity and death, pension fund analysis, bank-independent custody account and securities analysis.
Estate and inheritance planning
Inheritance and estate arrangements, digital estate planning, marriage contract and inheritance contract, cohabitation agreement, advance inheritance and donation, execution of the will and care mandate.
Real estate consulting
Affordability in retirement, real estate valuation, choice and optimisation of the financing model, margin optimisation, amortisation method, ratio of imputed rental value and interest on debt.
Family advisory
Budget and liquidity planning, provision protection in case of inability to work, cohabitation or marriage, inheritance and estate arrangements, wealth building, living situation and real estate financing.
Business consulting
Business planning, budget and liquidity planning, choice of legal form, financing and investments, company formation, banking transactions, asset build-up and expansion, provision and insurance, tax optimisation, succession arrangements.
Nursing home cost planning
Planning to protect assets from nursing home costs, inheritance and estate arrangements, advance inheritance, donation, pre-inheritance arrangement, transfer of residential property, asset protection with Stiftung Light.
Switzerland x Dubai
Advisory for moving your residence to Dubai, asset investments and structuring, banking and payment services, visas and residence permits, real estate, taxes and international matters, marriage and inheritance law, school system, social insurance, insurance and networks.
✕ Not offered4
trustee services
We do not offer traditional trustee services
Accounting
We do not offer accounting services
Insurance consulting
We do not provide insurance consulting
Financial products
We do not offer our own financial products
Expertise

Expert

Mirco Signorell
Mirco Signorell
CEO & Chairman of the Board

Active in financial planning for demanding private clients since 1998. Since 2003 at VPZ Vermögens Planungs Zentrum AG and from 2008 in the role of CEO & Chairman of the Board.

Qualifications & certifications
Kaufmann mit eidg. Fachausweis
Diverse Aus- und Weiterbildungen Finanzplanung
Trust & reputation

ranQ Trust Score of VPZ Vermögens Planungs Zentrum AG: 4.9 out of 5.0

Trust Score4.9/ 5.0

Excellent

x

Data basis 100% · As of October 2026

VPZ Vermögens Planungs Zentrum AG scores 97.9 out of 100 points in the Reputation area of the ranQ Trust Score. This area carries 42% of the weighting.
x
CriterionValueWeight
  • Review quality: The average rating across all connected sources, smoothed against the industry mean. So 5.0 stars from three reviews do not outrank 4.7 from three hundred.96.424%
  • Review volume: The number of reviews across all sources. The scale is logarithmic: the first reviews count the most, and the maximum is reached at 50 reviews.100.010%
  • Review recency: The age of the most recent review. Two-year-old reviews deliberately sit in the middle, because that is normal for Swiss SMEs. Only after three years without a new voice does the value drop markedly.100.08%
VPZ Vermögens Planungs Zentrum AG scores 90.9 out of 100 points in the Substance area of the ranQ Trust Score. This area carries 28% of the weighting.
x
CriterionValueWeight
  • Establishment: Years since founding or brand launch, logarithmic. The maximum is reached at 15 years.100.012%
  • Company size: The headcount band, researched by ranQ or stated by the company. It is scored in steps rather than by head count, because the data only provides bands.70.07%
VPZ Vermögens Planungs Zentrum AG scores 100.0 out of 100 points in the Identity area of the ranQ Trust Score. This area carries 22% of the weighting.
x
CriterionValueWeight
  • Verification: Official register entry (commercial register with UID or professional-body record, 55 points), confirmed domain (20 points) and confirmed ranQ profile (up to 25 points, depending on completeness).100.022%
VPZ Vermögens Planungs Zentrum AG scores 52.2 out of 100 points in the Visibility area of the ranQ Trust Score. This area carries 8% of the weighting.
x
CriterionValueWeight
  • Website authority: Ahrefs' Domain Rating measures, on a scale of 0 to 100, how strongly a website is linked from other websites. For Swiss SMEs the range up to 40 is typical; the maximum is reached at 35.74.34%
  • Media authority: Quality and number of editorial mentions, weighted by the importance of the source, plus the recency of the latest high-quality mention.30.04%
Qualifications+0.15

VPZ Vermögens Planungs Zentrum AG reaches a ranQ Trust Score of 4.9 out of 5.0 — rated «Excellent». The rating draws, among other things, on 5.0 out of 5 stars from 87 customer reviews. As of October 2026.

The Trust Score cannot be bought and is calculated from publicly verifiable data.

Reviews

Aggregated rating

Aggregated rating
5
of 5

Aggregated from 87 reviews across all connected sources

Sources
GGoogle587
★TrustpilotSoon
PProvenExpertSoon

Further sources are added continuously and factored into the ranQ Rating.

Common questions

Answers

Is VPZ Vermögens Planungs Zentrum AG independent?
Yes. VPZ Vermögens Planungs Zentrum AG is independent and does not offer its own financial products. We provide in-person consultations at the following locations: VPZ Headquarters Kloten ZH VPZ Office St. Gallen SG VPZ Office Horn TG VPZ Office Rapperswil SG VPZ Office Zug ZG VPZ Office Appenzell AI
Can you protect your assets from nursing care costs?
Yes. With proactive planning for nursing home costs, assets can be protected.
Is bank-independent investment advice worthwhile?
Yes. Thanks to bank-independent investment advice, large added values can be created. The investment performance of VPZ customers can be significantly improved, risks minimized, and costs reduced.
What services does VPZ offer for pension preparation?
VPZ assists with choosing between annuity and lump-sum payouts, with tax optimization before retirement, and with planning AHV benefits. The portability of a mortgage in retirement and inheritance rules are also considered.
Does VPZ also advise on inheritance and estate issues?
Yes, VPZ assists with estate planning, for example with marriage and inheritance contracts, cohabitation agreements, power of attorney, and executor appointment. Digital estate matters and gifts can also be incorporated into the planning.
Does VPZ support real estate financing and home ownership?
VPZ assesses affordability in retirement, evaluates properties, and optimizes the financing model. Topics such as notional rent, interest on debt, amortization, and margin optimization are also considered.
Does VPZ help with tax questions about retirement provisions and housing?
Yes, VPZ analyzes the tax consequences of a change of residence and highlights deductible options. It also examines pension fund purchases, capital gains taxes, and the tax impact of mortgages.
What services does VPZ offer in wealth advisory?
VPZ analyzes your current wealth situation and highlights optimization potential in structure, costs, and setup. This includes budget and liquidity planning as well as an independent custody and securities analysis. The goal is a suitable, long-term wealth strategy.
Does VPZ also advise on budget and liquidity planning for families?
Yes, VPZ supports families with budget planning, liquidity and wealth buildup. In addition, topics such as housing situation, real estate financing, cohabitation or marriage, and retirement and asset protection are considered. This creates a holistic plan for daily life and the future.
Press

Media

Media
Kooperation
zwei-wealth.ch
Media
Leader
who-s-who.ch
Media
Kompendium
adicto.com
Media
Vorsorge
cash.ch
Media
Geldblog
tagesanzeiger.ch
Media
Kooperation
finews.ch
Kompendium
vpz.ch
Media
Pensionierungsseminar Profond Pensionskasse
profond.ch
Credentials

Certifications & memberships

BX regservices.ch
SFBV Schweizerischer Finanzberaterverband
VQF Verein zur Qualitätssicherung von Finanzdienstleistungen
Ombudsstelle für Finanzdienstleister
Knowledge

Articles about VPZ Vermögens Planungs Zentrum AG

2 articles
6 min read

Is Pension Planning Worth It from Age 50?

What matters is not only whether you prepare for retirement, but how comprehensive the advisory is. This is where a good pension plan differentiates itself from a superficial offer. At VPZ Vermögens Planungs Zentrum AG we often see in practice that the greatest benefit arises when wealth, taxes, mortgage, retirement provision and inheritance are viewed together and coordinated.

September 15, 2026·Read article
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Contact

Location

Balz-Zimmermann-Strasse 7
8302 Kloten
Opening hours
Mon
08:00 - 17:00
Tue
08:00 - 17:00
Wed
08:00 - 17:00
Thu
08:00 - 17:00
Fri
08:00 - 17:00
Sat
Closed
Sun
Closed

At a glance

Legal form
Corporation
UID
CHE-109.343.441
Founded
2001 · 25 years
Last commercial register change
March 6, 2026
Employees
11 to 20

98 km radius from Zürcherstrasse 82, Rapperswil

Legal form: Graded by liability and disclosure. The weight is kept small: a sole proprietorship is not a dubious company, it is just liable differently.100.06%
  • Branch offices: Branch offices linked in the commercial register. Having none is normal and costs no points.85.03%
    • 5 min read

    What value does a bank-independent Depot Analysis offer for your securities?

    What we repeatedly notice in practice is that many bank clients sense that something is not quite right, but cannot name the reason. This is where VPZ comes in: the analysis reveals weaknesses in fees, costs, risk and structure before they cost in the long term.

    August 21, 2026·Read article
    Full methodology